People and Permissions

Table of Contents

Adding members to projects

​To invite members (customers, partners, colleagues…) into your projects, head to the people page of a project. You’ll see the option to invite a client to the project:

​Add a team member​

Enter the complete email of the client and click on “Add another person”. Registered members will be visible on the table and non-registered ones will be listed on the invitation tab. Once registered they will automatically be listed on the first tab. All invited members will receive an email to register and/or connect to AWS Blu Insights so they will be able to see the project.

 

Setting permissions

Different permissions can be granted to invited members depending on their roles. These permissions are grouped into Profiles and are managed at 4 levels:

  • Visible / Hidden Modules
  • View / Edit permissions
  • Visible / Hidden columns
  • Authorized / Unauthorized Download
If Codebase projects are created from a Shared Space, download authorizations can be deactivated by the owner of the Shared Space.

By default, a AWS Blu Insights project is built within 3 profiles

  • Owner: it has no restrictions on the project. It is assigned to the project creator and can be assigned to more members. It is a non-editable profile.
  • Team: it gives almost all the permissions except delete actions, edit others’ dashboards and access to the catch-up module.
  • Guest: it gives View access to all modules except Settings and Catch-up.
Modules are managed at the project level and the profiles are automatically updated accordingly (See Settings)

Edit Team Member Profile

Deny members access to the project

Denying a member access is more useful than deleting him from the project to keep the history of their contributions (comments, documents, etc..).

To deny access to members, select them and click on Deny Access.

Deny access team member

To grant them access again to the project, select them and click on Grant Access.