How to Add Team Members to Your Business Account

Why Add Team Members?

If you have partners, office staff, or multiple managers running your operation, you can invite them to your Croux business account. Each teammate signs in with their own login, and you control what they can see and do by assigning them a role.

How to Add a Team Member

Team members are managed from the web dashboard at app.croux.co.

1. Sign in and go to Settings in the left sidebar
2. Select the Manage Team tab
3. Click Invite with Concierge — Concierge opens on the right side of the screen
4. Tell Concierge who you are adding: their first name, last name, email address, and role
5. Concierge confirms the details with you before it sends anything
6. Once sent, they receive an email with a link to join your team

Inviting, editing, resending and removing team members all run through Concierge. It always asks you to confirm before it makes a change.

Choosing a Role

Team members get one of two roles on the web dashboard. Choose based on how much access they need.

Administrator

Full access to everything in the business account. Use this for co-owners, partners, or anyone who needs to manage billing and team membership.

Administrators can:

• Post & manage shifts
• Hire for shifts
• Chat with talent
• View reports
• Manage billing
• Manage users (add, edit, remove team members)

Manager

Operational access without billing or team controls. Use this for shift managers, schedulers, or anyone handling day-to-day hiring who should not see financial details.

Managers can:

• Post & manage shifts
• Hire for shifts
• Chat with talent
• View reports

Managers cannot access billing or add other team members.

Managing Existing Team Members

From the Manage Team tab, you can:

• Resend invite — if someone has not received or accepted their invitation
• Edit — change a team member's role or details
• Remove — revoke access when someone leaves your team

If an invite never arrives

An invite stays in Invite sent until the person opens the email and joins. If they say they never received it:

• Ask them to check their spam or junk folder, and any quarantine their company mail system uses
• Use Resend invite next to their name on the Manage Team tab
• If more than one person at your organisation is not receiving invites, the emails are most likely being filtered before they arrive. Ask your IT contact to allow mail from Croux, then resend

Double-check the email address on the invite too — an invite sent to a mistyped address will sit as Invite sent indefinitely.

Administrator and Manager vs. Captain

Administrator and Manager are web dashboard roles. If you also want an on-site lead to approve timesheets and rate talent from the mobile app, see What Is the Captains Feature?

Related articles

• How Do I Add a Certificate of Insurance (COI)?
• Getting Started with Croux for Businesses
• Understanding Your Shifts Dashboard

Need more help?

Send it to us at support@croux.co and we are happy to help!