Bluedot

Understand Bluedot workspace roles, permissions, billing, private recordings, shared recordings, collections, and access management.

Roles and Permissions Overview

In this article, you will learn how to create a new workspace.

How to Create a New Workspace

Invite people to your Bluedot workspace from Workspace settings, manage free or paid seats, and understand billing for added members.

How to Add Team Members to Your Workspace

Delete a workspace and everything in it, permanently.

How to Delete a Workspace

Understand Bluedot workspace billing, paid subscription limits, free members, payment methods, and when to create a separate workspace.

Workspaces FAQ

The General settings page lets workspace admins control branding, access permissions, recording behavior, and bot configuration. Here's what each option does.

Workspace Settings Overview

Single Sign-On lets your team sign in to Bluedot with your company's existing identity provider — Okta, Microsoft Entra ID, Google Workspace, and others. Your team uses the credentials they…

Setting up Single Sign-On (SSO) for your team

Reset your Bluedot password from the sign-in page if you've forgotten it, then set a new one from the emailed link.

How to Reset Your Bluedot Password

Manage workspaces, roles, and permissions for your team.

Team & Workspace Administration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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