Invite a teammate
Add staff to your store and control what each person can see and do. Pick a ready-made role or a custom permission set, and Crate emails them a link to join.
As your store grows, you'll want help running it. Crate lets you add teammates (a manager, cashier, fulfilment lead or marketer), each with their own login and exactly the access they need. You stay in control: roles decide what every teammate can see and do.
Roles do the heavy lifting
You don't have to hand-pick permissions for every person. Crate ships ready-made roles that map to how real teams work:
- Manager: everything except billing, payouts and managing staff.
- Staff: day-to-day selling: orders, products and customers.
- Cashier: record sales and look up customers, with no access to payouts.
- Fulfilment: work the orders queue and mark shipments.
- Marketing: campaigns, discounts and analytics, read-only on orders.
- Custom: tick exactly which areas and actions this teammate can access.
Tip: Start with the closest ready-made role. If it's almost right but not quite, switch to Custom and adjust the specific areas; there's no need to grant more than someone needs.
What happens after you invite
Crate emails the teammate a link to join your store. They click it, set a password, and they're in, with precisely the access you chose. Until they accept, the invitation shows as pending on your Staff page, and you can revoke it at any time. Invitations expire after 7 days, so if one lapses just send a fresh one.
Your plan sets how many seats you have. If you've used them all, Crate will prompt you to upgrade before sending another invite.
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1
Open Staff & permissions
From the dashboard, go to Settings → Staff. This page shows your team, your seats, and any invitations still pending.
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2
Start an invitation
Click Invite teammate in the top-right corner to open the invitation form.
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3
Enter their details
Add the teammate's name and the email they'll use to join. The email matters most: the invitation is sent there, so make sure it's correct. You can add a WhatsApp number too.
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Choose a role
Pick the role that fits what they'll do. Each role grants a sensible set of permissions: a Cashier records sales, a Fulfilment teammate works the orders queue, a Manager runs almost everything except billing. Choose Custom to tick exactly which areas they can touch.
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Send the invite
Click Send invite. Crate emails the teammate a link to join your store and lists them as a pending invitation; the link expires after 7 days.
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