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What is a role?
Drew Starr avatar
Written by Drew Starr
Updated over a week ago

A role is pre-defined set of permissions in Blueprint. The user with that role will have access to the data, features, and tools as specified in the role. With roles, studios can define the data, features, and tools needed to perform job duties like:

  • Data Entry

  • Photographer

  • Image Editor

  • Office Manager

  • Yearbook Admin

📢 Every studio has an Admin role by default that has app-wide access.

Smart Workflow members enjoy immediate access to Role templates that we recommend as a great starting point for any studio. They're pre-built roles that enable you to get started faster or use them as a starting point to update or duplicate as needed.


Create a new role

In Blueprint, open Preferences, select Roles & Permissions.

You can select Add Role to create a new role or duplicate an existing one to start with.

❗Smart Workflow studios have additional permissions to customize that are specific to the features and tools included with that membership.

When finished, click Create to save your role.

What details can I add?

We've complied a separate article that runs through the different permission levels available and what each feature controls.

Using a Role

In Preferences, open Users and select an existing user or create new one.

When modifying a user account, click on the drop-down under Roles and Permissions to attach one or more roles to a user.

If more than one role is attached, Blueprint will mix the permissions to for blended access. This means the user account with always have the highest permission-level for anything in Blueprint available to any of the used roles.

Trouble logging into Blueprint?

While you can create users and assign roles later, it's important that a user has at least 1 role assigned before login. You may see a weird screen and require assistance to get unblocked.

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