Why you’re here
Roles set the default; Permissions is where you get specific. Bluplai is a shared workspace with your customer in it, so access control matters. This page is the single grid where you decide which modules every member can touch and which customers they can see.What you’ll see
A matrix with one row per member and one column per module: Company, Home, Discover, Qualify, Plan, Engage, Accounts, and Admin. To the right, a Customers column shows how many of your customers each member can access (for example, “2 of 9”).- Admins show a single pill that reads “Full Access — All Modules & Customers”. They always have everything; you can’t toggle it off.
- Editors and Viewers show a toggle for every module and a customer selector on the right. Flip a module on or off for that member, or narrow their customer list from the dropdown.
When to use it
- A rep should only see the customers in their book
- A marketing hire needs Discover and Qualify but not Engage
- An external partner should be limited to one customer workspace
- You’re auditing who can reach the Admin module
Adjusting permissions
Permissions aren’t created here — they’re adjusted. New members land on the matrix automatically with defaults from their role, and you refine the grid from there. To widen or narrow what a single person can reach, flip their module toggles in the row; to change the archetype everyone on a role inherits, start from Roles instead.Next
Roles
Change the starting point that Permissions builds on.
Audit log
See who changed a permission, when, and for whom.