Team Management

Collaborate with your team by inviting members to your workspace and assigning appropriate roles.

Inviting team members

1. Go to Settings > Team
2. Click Invite Member
3. Enter their email address
4. Select a role (Admin or Staff)
5. Click Send Invite

The invited user receives an email with a link to join your workspace. If they don't have a Crove account, they'll be prompted to create one.

Invite status

You can resend or cancel pending invitations from the Team settings page.

Roles

Each team member has a role that determines their permissions:

Owner

The workspace creator. Full access to everything.

• All Admin permissions
• Can delete the workspace
• Can transfer ownership
• Cannot be removed by others

Admin

Full management access to the workspace.

• Create, edit, and delete templates
• Create, send, and manage documents
• Invite and remove team members
• Manage billing and subscriptions
• Configure webhooks and API keys
• Access all workspace settings

Staff

Day-to-day document operations.

• Create and edit templates
• Create and send documents
• View documents and responses
• Limited access to workspace settings
• Cannot manage billing or team members
• Cannot delete other members' templates

Changing roles

Admins and Owners can change team member roles:

1. Go to Settings > Team
2. Find the team member
3. Click their current role
4. Select the new role
5. Changes take effect immediately

Removing team members

To remove a team member:

1. Go to Settings > Team
2. Find the member to remove
3. Click Remove
4. Confirm the action

Removed members immediately lose access to the workspace. Their created templates and documents remain in the workspace.

Permissions

Beyond roles, Crove supports fine-grained permissions for specific capabilities:

Team size limits

The number of team members depends on your plan:

Best practices

1. Use the principle of least privilege — Give team members only the permissions they need
2. Have multiple admins — Ensure at least two people have Admin access
3. Audit regularly — Review team members periodically and remove inactive accounts
4. Use descriptive invites — When inviting, mention the role so new members understand their access level