Multi-account and team access
When to use this
Use this page when a person works across multiple BloomBoard businesses or when you are inviting teammates into a shared workspace.
Core idea
BloomBoard treats each account as a separate business workspace. A single user can belong to more than one workspace through account memberships.
Roles
BloomBoard has three role levels: owner, admin, and staff. Those roles affect who can:
- invite teammates
- manage roles
- handle billing
- remove members
New teammates are invited as admin or staff. The owner role belongs to the person who created the account and cannot currently be handed to someone else.
Invitations and joining
Invitations let a person join another account without creating a second login or starting a trial of their own.
If the invited person is new to BloomBoard, the invitation link takes them straight to a join page. They confirm their name, choose a password (or use “Continue with Google”), and click “Join”. That single step creates their login and puts them inside your workspace. There is no separate email verification step: opening the invitation link already proves they own the invited address.
If the invited person already has a BloomBoard login, the same link asks them to sign in first, with their email filled in, and then shows an Accept button.
Invitations also appear inside the app. A signed-in person with a pending invitation to their email sees a banner and a notifications entry with an Accept button, so the invite still reaches them even if the email is missed.
Switching between workspaces
Once a person belongs to more than one workspace, a workspace switcher appears in the sidebar, just above their profile. It lists each workspace with their role in it. Choosing one switches context and reloads the app in that workspace. People who belong to a single workspace never see the switcher.
If someone signs in without belonging to any workspace, BloomBoard shows a welcome screen where they can accept a pending invitation or set up their own workspace with a fresh trial.
Why this matters
Correct account context affects everything from event visibility to billing and permissions. If someone is in the wrong workspace, the rest of the app can look empty or incomplete even when nothing is broken.
If a teammate says “I cannot see the event,” confirm the account context before assuming the data is missing.