Users Documentation

Invite crew members, manage workspace permissions, and assign account roles.

Adding team members and inviting crew

Learn how to invite new users to your CrewBox workspace.

To add a new crew member, navigate to the Users panel in your dashboard settings. Click 'Invite User', enter their name, email, or mobile number, and assign their starting role. An invitation link will be sent via SMS/email containing instructions to download the mobile app and log in.

Managing roles and permissions

Understand permission levels for Admins, Project Managers, and Field Crew.

CrewBox features three main user roles: 1) Admin: Full control over billing, platform integrations, and company settings. 2) Project Manager: Can create projects, assign tasks, edit client files, and approve timesheets. 3) Field Crew: Can view assigned tasks, capture photos/videos, and log working hours via the mobile app.