MANAGING TEAM ACCOUNTS

Learn about adding, editing, and configuring team accounts and roles to streamline access and permissions within your organization.

Managing team accounts and roles within Craftable's New Unified Platform remains the same. 

In Craftable, there are two types of team accounts: Director Team Accounts for users needing Director-level access, and Local Team Accounts for users requiring department-level access.

Watch the brief video tutorial below to familiarize yourself with managing team accounts. 

Accessing Team Accounts: 

1. 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. 
• Local Team Accounts: Users who only require property-level access can be created as local team accounts.

To add a local Team account from Director: 

1. Click the Local tab.
2. Click Add Local Account.
3. Fill in the required information, including first and last name, job title, email, and optionally their phone number.
4. Select the store(s) the user will have access to.
5. Press Add Local Account to finalize.

*Once the account is added, you can allocate a role for the user’s access for the All level of the store, but to configure department-specific permissions you will need to navigate to Team Accounts at the store level. 

To add a Director Team Account:

1. Ensure you’re on the Director tab,
2. Click Add Director Account.
3. Enter the required information, including First and Last name, email, job title, and phone number.
4. Click Add Team Account to complete the process.

Editing Department Access:

1. Navigate to the ALL Level within a store.
2. Select Team Accounts.
3. Click the caret next to a user’s name to expand the list of Departments.
4. Click the Active/Inactive status to toggle the user’s access to each department. 

Configuring Department Roles: 

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

1. Click Manage Department Roles.
2. Press Add Role 
3. Provide a name and tag for the role.
4. Click Manage to set the role’s permissions.

Once roles are configured, assign them to users:

1. On the Team Accounts page, select users using the checkboxes on the left.
2. Open the Roles dropdown.
3. Choose the appropriate role.
4. Confirm your selection to apply the role’s permissions.

*Users can have different roles for each department if required: 

1. Navigate to the department's tab 
2. Click the caret next to a user's name.
3. Select the departments 
4. Select the role to apply that role’s permissions for the selected departments. 

Managing Permissions Across Platforms While at the ALL Level:

1. Go to the Platform tab.
2. Click Manage next to a user’s name.
3. Adjust permissions such as access to the ALL Level, managing team accounts, and Director-level permissions.

Managing Specific Department Permissions For department-specific permissions:

1. Navigate to the desired department
2. Open Team Accounts.
3. Click Manage next to a user’s name.
4. Toggle permissions for tasks like ordering and invoicing as needed.

Removing a User 

1. Click the trash icon next to the user name.
2. Confirm the removal.