Manage workspace members

Workspace members can access CrankHQ based on their assigned role.

Open workspace settings

1. Go to Settings.
2. Open Workspace.

Invite a member

1. Click Invite member.
2. Enter the person’s email address.
3. Choose a role.
4. Click Send invitation.

The invitation expires after 3 days. Pending invitations do not change billing. Billing is updated only if the person accepts the invitation.

Available roles

• Administrator: manages workspace members, integrations, clients, requests, checklists, documents, conversations, and exports.
• Manager: manages clients, requests, submitted documents, checklists, client communication, and exports. Managers can view integrations but do not manage workspace members.
• Bookkeeper: handles clients, requests, submitted documents, and client communication. Bookkeepers can view templates and integrations.
• Viewer: read-only access to clients, requests, documents, conversations, integrations, and exports.

Change a member’s role

Use the role dropdown next to a non-owner member to choose a different role.

Remove a member

Click the remove button next to a non-owner member, then confirm the removal.

Cancel a pending invitation

In Pending invitations, click the cancel button next to the invitation and confirm.