Team Roles and Permissions

Settings → Team manages who can reach this organization. Access is per organization — inviting someone here gives them nothing in your other workspaces.

The three roles

• An organization can have more than one Owner.
• Whoever creates an organization is automatically its Owner.
• An Owner can assign any role, including Owner, and change any member's role.
• An Admin can invite members and assign Member or Admin — but cannot remove an Owner or change an Owner's role.

Choosing between Admin and Member

Use Admin for a business partner or trusted assistant who should manage every aspect of the workspace except financial control. Use Member for employees or collaborators who work with the catalogue and orders but should not change the configuration that everyone's costs depend on.

Inviting someone

1. Go to Settings → Team.
2. Click Invite member.
3. Enter their email address.
4. Pick a role.
5. Send. They receive a link; if they have no CrafterBy account they create one during acceptance.

Changing a role or removing someone

1. Go to Settings → Team and find the person in the member list.
2. Click the role next to their name to open the selector.
3. Choose the new role and confirm.

The change takes effect immediately — the member does not need to sign out and back in. To remove someone, use the menu next to their name and choose Remove from organization: access is revoked at once, their CrafterBy account is untouched, and records they created stay in your workspace.

Grant the least access that lets someone do their job. Raising it later is one dropdown.