Add, change or remove a user

Learn how to add, change and remove users for your Craftybase account

If you need to share access to your Craftybase account, we recommend creating an create an additional user for your account. Additional users have full access to all features of Craftybase, but cannot see or change any account level settings. 

Learn more about user access permission settings in Craftybase

Add a user

To add a new user under your account:

1. Navigate to your Users list ( How do I find my Users list?)

2. Click on the  Add User button in the top right corner

3. On the form that appears, enter the name and the email address of the user you wish to invite to join your account.

4. Set any user permissions you would like to apply for the user.

5. Click the Invite button, and an invitation email will be sent to the email address you just entered for the user. This user will now appear in your users list. 

The user must follow the instructions outlined in the Invitation email in order to fully activate their account before they can access the system – for a troubleshooting guide please see this article: I’m having trouble joining a Craftybase account as a new user

Change details for a user

To edit details for a user:

1. Navigate to your Users page

2. Hover over the ⋮ icon next to the name of the user you wish to change the details for

3. On the form that appears, make changes to the user

4. Click the Save button

Remove a user

To delete a secondary user:

1. Navigate to your Users list ( How do I find my Users list?)

2. Click the trash icon next to the user you wish to remove.

Resend an invite to a user

To resend an invite to a secondary user you have already invited to join your account:

1. Navigate to your Users list ( How do I find my Users list?)

2. Click on the   Reinvite button next to the user in your users list and a new invitation link will be generated and sent to the user. 

Remember that the user must follow the instructions outlined in the Invitation email in order to fully activate their account – for a troubleshooting guide please see this article: I’m having trouble joining a Craftybase account as a new user!

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