Crove Docs
Crove Docs
Crove Documentation

Getting Started

IntroductionQuick StartKey Concepts

Templates

Templates OverviewTemplate EditorVariablesExpressionsForm Builder

Documents

Documents OverviewCreating DocumentsFilling DocumentsE-SignaturesPDF Generation

API Reference

API OverviewAuthenticationTemplates APIDocuments APIRate Limits

Webhooks

Webhooks OverviewOutgoing WebhooksIncoming WebhooksWebhook Events

Integrations

Integrations OverviewZapier IntegrationAPI Keys

Account & Billing

Account OverviewTeam ManagementBilling & PlansWorkspace Settings

Account Overview

Manage your Crove workspace, team, billing, and account settings.

Account & Billing

Manage your workspace, team members, subscription, and account settings.

Workspace

A workspace (organization) is your team's shared environment in Crove. Everything — templates, documents, team members, and billing — belongs to a workspace.

Creating a workspace

When you sign up, you create your first workspace. You can create additional workspaces for different teams or clients:

  1. Click the workspace switcher in the sidebar
  2. Click Create Workspace
  3. Enter the workspace name
  4. You're now in the new workspace

Switching workspaces

If you belong to multiple workspaces, switch between them using the workspace selector in the sidebar.

Account settings

Manage your personal account at Settings > Account:

  • Name — Your display name
  • Email — Your login email
  • Avatar — Upload a profile picture
  • Password — Change your password (for email/password accounts)

Workspace settings

Manage workspace-wide settings at Settings:

SettingLocationDescription
GeneralSettingsWorkspace name and logo
TeamSettings > TeamTeam members and invites
BillingSettings > BillingPlan, subscription, credits
API KeysSettings > API KeysAPI key management
WebhooksSettings > WebhooksWebhook configuration
DomainSettings > DomainCustom domain setup
Email TemplateSettings > EmailEmail branding
FontsSettings > FontsCustom font uploads
SignaturesSettings > SignaturesDefault signature settings
NotificationsSettings > NotificationsEmail notification preferences
IntegrationsSettings > IntegrationsZapier and third-party connections
ReferralsSettings > ReferralsReferral program
Data ExportSettings > Data ExportGDPR data export

Next steps

  • Team Management — Invite members and manage roles
  • Billing & Plans — Subscriptions, credits, and quotas
  • Settings — Custom domain, branding, and preferences

API Keys

Create and manage API keys for integrating Crove with external systems.

Team Management

Invite team members, assign roles, and manage permissions in your Crove workspace.

On this page

Account & BillingWorkspaceCreating a workspaceSwitching workspacesAccount settingsWorkspace settingsNext steps