BluePLM Docs

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Organization Settings ​

Settings that affect your entire organization. Most require admin access.

Vaults ​

Manage file storage containers. See Vaults for details.

Members & Teams ​

Manage users and access control.

Users Tab ​

View all organization members:

  • Name, email, avatar
  • Role (admin/member)
  • Teams they belong to
  • Last sign-in time

Actions:

  • Change user role
  • Assign to teams
  • Manage vault access
  • Remove from organization

Teams Tab ​

Teams group users for permission management.

Default teams (created automatically):

  • Viewers - Read-only access
  • Engineers - Standard access
  • Administrators - Full access

Create a team:

  1. Click Create Team
  2. Enter name
  3. Choose icon and color
  4. Set permissions

Roles Tab ​

Workflow roles for approval processes:

  • Design Lead
  • QA Manager
  • etc.

Assign roles to users for workflow approvals.

Titles Tab ​

Job titles for display purposes:

  • Create titles (Engineer, Manager, etc.)
  • Assign to users inline

Company Profile ​

Set organization details:

  • Name - Your company name
  • Logo - Company logo for branding
  • Settings - Organization-wide configuration

Sign-In Methods ​

Control which authentication methods are available for your organization.

Team Members ​

Configure sign-in options for your employees:

  • Google Account - Sign in with Google OAuth
  • Email & Password - Traditional email/password authentication
  • Phone Number (SMS) - Sign in via SMS verification code

Suppliers ​

Configure sign-in options for external suppliers and partners:

  • Google Account - Sign in with Google OAuth
  • Email & Password - Traditional email/password authentication
  • Phone Number (SMS) - Sign in via SMS verification code

!!! note "Security" At least one sign-in method must remain enabled for each user type. Disabling a method prevents new sign-ins but doesn't affect existing sessions.

Serialization ​

Configure part numbering:

  • Prefix - e.g., "BR-"
  • Format - Number pattern
  • Counter - Current sequence number

File Metadata ​

Define custom metadata columns for files:

  • Part number
  • Revision
  • Description
  • Custom fields

RFQ Settings ​

Configure request-for-quote workflow:

  • Email templates
  • Approval workflow
  • Supplier settings

Backups ​

Manual Backup ​

Export your organization's data:

  • Files metadata
  • User data
  • Settings

Scheduled Backups ​

Configure automatic backups (coming soon)

Recovery Codes ​

Generate recovery codes for database access. Store these securely - they allow database recovery if you lose access.