Skip to content

Invite Team Members

Invite teammates into your Crunch organisation and choose their access level.

3 min readbeginnerFull Crunch, OPS

Who is this article for?

Organisation owners inviting teammates into their workspace

As the organisation owner, invite your first teammates from Members after creating your organisation. Choose a role and location access that fit each person's work.

Invite Your First Teammate

1
Check the organisation switcher, then open Members from the dashboard sidebar.
2
Click Invite Member and enter the person's Email Address.
3
Choose Role & Permissions. In a regular organisation, the invitation choices are Manager, Member, and Guest, for the access you want to grant.
4
Optionally select Location Access, add a Department, and include a Personal Message.
5
Review the email and access, then click Send Invitation.

Invitations are sent by email. Use the Invitations tab to check pending invitations. If you have not added locations yet, the invitation form explains that you can manage them later in Settings.

Info

Organisation ownership is required to send invitations and review pending invitations. If you see an invitation control but the action is denied, ask the organisation owner to complete it.

Manage Access After Setup

This guide covers your first invitation. Use Invite and remove members for ongoing invitations and member management, and Roles and permissions to compare access levels.

Crunch plans do not impose a member-count cap. Still give each teammate only the access they need.

Manage invitations and members Understand roles and permissions Add locations for team access

Did this guide help?

Can’t find the answer?

Tell the support team what you’re trying to do and where you’re getting stuck.

Contact support