Blue Relay Support

Administrators can add, edit, and delete Blue Relay users. Administrators can also perform user management tasks such as sending activation codes to new use...

You can add users to Blue Relay. From the left navigation panel, click Users.    Click Add User. Enter the following information. Login/Email  Ent...

New users must use an activation code to login to Blue Relay for the first time.   From the Left Navigation Panel, navigate to Users.   Select a u...

You can lock a user to temporarily disable their Blue Relay account. A locked user is unable to login to Blue Relay.   From the left navigation panel, cli...

You can edit a user’s name and the email address they use to login to Blue Relay.   On the left navigation panel, then click Users.   Select a user in t...

You can permanently delete a user who should no longer have access to Blue Relay. Alternatively, you can temporarily prevent a user from accessing Blue ...

You can reassign a user’s tasks to another Blue Relay user or group. You can choose to reassign all of the user’s tasks or just their active tasks.   From...

Please work with your IT Administration team for use of this feature. If your Blue Relay environment is configured to run in sandbox mode, you can login...

You can set Attributes on a user which can be utilized in Reporting or downstream events or workflows. Attributes are similar to Key Value pairs with an Att...

Users permissions are generally assigned via Teams or Roles.  For detailed instructions, please see: Assign Users to a Team Assign a Role to a User