Table of Contents
Creating user accounts
a. How to create a new user account
b. Editing existing user accounts | Change password
Permission Definition | Smart Workflow
a. Coming soon! | Schedule an appointment with us instead
Creating User Accounts
There's no additional charge for creating user accounts.
Recommended: Create user accounts for each person that needs access to Blueprint. Combined with defined Roles & Permissions, a studio can manage access for sensitive areas like:
Subject data & images
Some studios even create service accounts for schools that have limited access to:
Only view jobs + data relevant to the user
Only have access relevant to the user
Add subjects to the job for new students
Add images to subjects
Print ID card template attached to job
Restrict access all other tools and features in Blueprint
How to create a new user account
Open Preferences > Users and select + New User:
Adding someone who already uses Blueprint? Select Add Existing User to link their user to your studio. Deleting the user account will "unlink" the user from your studio.
You'll can add the following information:
(At least 6 characters, including a capital letter and number)
❗At least one role must be added to a user account before successful login
The user will receive an email invite to the address entered.
Editing existing user accounts
Users with appropriate permissions can only modify other user's roles or job access. The currently signed in user is able to update their:
If the current user lacks appropriate permissions, they can change their password. That user can also use the Forgot Password link on the Blueprint login screen.
Roles let studios define a set of permissions that should be tied to a specific workflow (or task) in your studio. Creating roles can be a little tricky for studios to "draw the line" on specific items, but keep in mind that you can attach multiple roles to one user - perfect for those that wear many hats.
❗We recommend starting a chat or book a meeting to talk more about this feature
Creating a role
1. Open Blueprint Preferences > Roles & Permissions and click Add Role:
2. Give the role a unique name and review all permissions in your available groups:
Click Create in the bottom-corner to save the role.
Applying a role to a user
Open Blueprint Preferences > Users and open the user you want to modify roles for:
You can add or remove roles for the user as long as you have appropriate permissions (under Admin > User Management > Add/Edit/Delete)
You can also duplicate or delete an existing role by first selecting the checkbox next to the role name and using the buttons in the top-right: