Inviting Your Team
Team members are managed per organization under Settings → Team. Inviting someone gives them access to that workspace only.
Sending an invitation
- Go to Settings → Team.
- Click Invite member.
- Enter their Email address.
- Choose a Role — see the table below.
- Send the invitation. They receive an email with a join link.
Choosing a role
| Role | Give it to | Can | Cannot |
|---|---|---|---|
| Owner | You, and a co-founder you trust completely | Everything: all data, team, billing and plan management, deleting the organization | — |
| Admin | A workshop manager | All features — materials, products, machines, contacts, orders, reports, settings — and invite or remove members | Manage billing or delete the organization |
| Member | A maker or assistant | View all records and create materials, products, contacts and orders | Change organization settings, team membership, billing or cost configuration |
- An organization can have more than one Owner.
- Whoever creates an organization is automatically its Owner.
Grant the least access that lets someone do their job. You can always raise it later.
Accepting an invitation
The recipient clicks the link. If they already have a CrafterBy account they sign in and the workspace is added to their switcher. If not, they create an account first and are then taken straight into the organization.
Changing someone's role
Go to Settings → Team, find the person in the list and pick a new role from the dropdown next to their name. The change takes effect immediately.
Removing someone
On the same page, open the menu next to the member and choose Remove from organization. This revokes their access to this workspace straight away.
- It does not delete their CrafterBy account — they keep it and any other workspaces.
- Records they created stay in your organization.
- Pending invitations can be revoked before they are accepted.
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