Crank help center / product guides
Find the exact step that keeps the request moving.
Learn how to set up your workspace, manage clients, create document requests, review uploads, reply to questions, and deliver approved files.
01Set up the workspace
02Create and send requests
03Review client responses
04Deliver approved files
Workspace
8 guidesManage workspace members
Invite teammates, change roles, and cancel pending invitations.
Rename your workspace
How workspace owners or admins change the workspace name.
Change a workspace member role
Update a member’s role from the Workspace settings page.
Cancel a pending workspace invitation
Cancel an invitation that has not been accepted yet.
Remove a workspace member
Remove a non-owner member from the workspace.
Invite expiration and pending invitations
Know how long invitations last and what pending invitations mean.
Workspace roles and permissions
Understand what Owner, Administrator, Manager, Bookkeeper, and Viewer mean in CrankHQ.
Accept or decline a workspace invitation
Help invited users choose the correct path after sign-in.