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MANAGING TEAM ACCOUNTS

Team Accounts on Craftable allow you to manage who has access to your account - add and remove users, and control their permissions individually or in bulk with Roles.

In Craftable, there are two types of team accounts: Director Team Accounts for users needing Director-level access, and Local Team Accounts for users who only need store-level access.

This article focuses on how to manage Team Accounts and Roles for customers who either do not have a Director subscription, or their Director level allows for store-level configuration of team accounts and roles. 

For additional information on managing Director Team Accounts and Roles directly, please see this article.  

 

IMPORTANT UPDATE AS OF JANUARY 7, 2026

We have restructured how user permissions and roles are managed to give you more granular control and flexibility. This update simplifies administration and enhances security by consolidating roles from local departments into one interface, allowing our customers to view and manage roles all from one place - the All Departments View. 

Team Accounts View from BEFORE the change (there were two tabs - All Department and Departments, where roles were managed separately):

Team Accounts View AFTER the change (tabs are gone, all roles managed in the same place)

To prevent conflicts in the consolidation, some role names have been automatically updated. Roles that were renamed simply got “- Department” appended to the role that was a Department-specific Role.

Benefits

This unified approach delivers significant improvements for customers with local departments:

✓ Centralized Visibility – View and manage all roles from All Departments View (ADV) without having to navigate between multiple tabs
✓ Simplified Administration – Eliminate duplicate role names and reduce management overhead. 

  • Note - manual cleanup will be needed to remove the actual duplicates (deciding which role to keep, assigning the role out, and removing the duplicate), but if you need any assistance with this, please don’t hesitate to reach out to Craftable Support

✓ Consistent Permissions – Maintain clear, organization-wide role definitions
✓ Streamlined Assignment – Assign roles efficiently across departments

Action Required

  1. Review your team accounts and role assignments in the All Departments View
  2. Verify that all team members have appropriate permissions
  3. Check for any roles with "- Department" suffix and consolidate, if desired
  4. Report any unexpected role assignments or permission issues to Craftable Support (support@craftable.com) or via the “Chat with Us” feature within the platform.

Table of Contents: 

Accessing Team Accounts 

Account Types

Configuring Department Roles

Removing a User 

 

Accessing Team Accounts: 

Permissions Note: In order to access the Team Accounts page you must either be the Account Owner, or have your Account Owner give you the permission called Manage Team Accounts.

  1. Log in to Craftable and ensure you’re viewing the All Departments View, and then navigate to the upper-right corner of the platform.
  2. Click on your name.
  3. Select Team Accounts from the dropdown menu.

Understanding Account Types

In Craftable, there are two types of team accounts:

  • Director Team Accounts: If a user requires access to the Director level of Craftable, they should be added to your account with a Director Team Account. More details can be found in this article.
  • Local Team Accounts: Users who only require store-level access can be created as Local Team Accounts. For accounts that do not have a Director subscription, these are just referred to as Team Accounts, and this article outlines more details regarding this scenario below.

Adding a New Team Account 

    1. After navigating to the Team Accounts menu, click the blue + Add Team Account button.
    2. Fill in the required information, including first and last name, job title, and email. A phone number is optional. Click the blue + Add Team Account button to finalize.
    3. Select the store(s) the user will have access to.
    4. Click the blue + Add Local Account button to finalize.

    Once the account is added, you can allocate a role for the user’s access by checking the box next to their name and then clicking the Roles button in the top right, selecting the role they should have.

    Or, you can click the blue Manage link on the far, right side of the page for their account, and select the Roles button from that page:

    Configuring Roles: 

    Roles simplify permission management by allowing you to create reusable permission templates.

    1. From the Team Accounts menu, ensure you’re on All Departments View, and then click the Manage Roles button in the top, right corner.
    2. Press the blue + Add Role button. 
    3. Provide a name for the role as well as a Tag Name & color for the role, and then select the blue Add Role button.
    4. Within the list of roles, click the blue Manage link to set the role’s permissions. This page allows you to control what specific permissions that role contains.  You can either choose to enable all settings within a grouping (such as all invoices) or select the expand icon next to the bolded group name to enable or disable specific permissions within that grouping.  (turning off at least one setting will show the grouping off/on toggle to show off).


    Once roles are configured, it’s time to assign them to users!

    Note - users can have different roles for each department, if required, and they can also have multiple roles for one department. Roles are additive, so if a user is given two roles and the permissions conflict, the user will get the sum of all of the active permissions.

    1. From the Team Accounts menu, ensure you’re on the All Departments View
    2. Click the caret next to a user's name.

     

    Note, this is also where you can activate and inactivate departments for users by clicking the Active/Inactive status to toggle to the alternate option.

         3. Check the boxes next to the department(s) you’re wanting to apply the role for 

         4. In the top right corner, click the Roles > button to view and choose the Role for the selected departments. You will get a confirmation window as a security measure to ensure you didn’t make any mistakes. Click the green Confirm Roles button if everything looks good.


    Removing a User 

    1. Locate the individual that needs to be removed and click the trash icon to the left of their name.
    2. Confirm the removal by clicking the red Delete Team Account button.
    Additional Notes - you cannot remove a Director Team Account if you are a Local Team Account. Only individuals that have access to manage Director Team Accounts can remove those types of accounts.

     

    FAQs

    How do I change the email address associated with a member of my team?

    How do I change the email address associated with a member of my team?

    To update the email address a user is registered with, please contact the Craftable Support Team by sending them an email to support@craftable.com. Or, users can update their own email when logged in by clicking their name in the top, right corner and selecting Update User Info.