Managing Account Access and Team Members

When you claim your company listing, you become the account holder (Owner). You can add as many teammates as you want — there's no per-seat charge on the free plan. Each person signs in with their own email; there are no shared passwords. Team members can edit your listing, post jobs, respond to inquiries, AND use the Sales Hub depending on what access you give them.

Adding a team member

1. Open the Settings → Team page.
2. Enter the email address of the person you want to add.
3. Pick a role (Owner / Admin / Member — see below) and tick which access they should have (Profile and/or CRM).
4. Click Invite.

If the email address matches your company domain (from your website), they will be added immediately. If the email does not match your company domain, you will see a confirmation prompt. As an Owner, it is your responsibility to confirm they are authorised to manage your listing.

The new teammate gets an email inviting them to sign in. They can sign in with their own Google or Microsoft account, or with a magic link.

The two access checkboxes: Profile and CRM

Each row has two checkboxes that control which side of CrewFinder a teammate sees:

• Profile — your public CrewFinder listing. Description, services, locations, gallery, posting jobs, reading inquiries, the Promote tab. Lives under /manage.
• CRM — the Sales Hub. Deals, contacts, companies, estimates, tasks. Lives under /sales.

At least one box must stay checked. Toggling either saves immediately.

The three role tiers: Owner / Admin / Member

• Owner — full access including billing, transferring ownership, and deleting the listing. Owners are the verified account holders for the company. To add another Owner, ask them to claim the listing themselves; the role isn't granted from this page.
• Admin — manages settings (tax rates, deal stages, custom fields) and invites teammates. Cannot manage billing or delete the listing.
• Member — uses the surfaces they've been granted. Cannot change settings or invite teammates.

Removing a teammate

Click Remove on their row in Settings → Team. Their authored deals, contacts, notes, and quotes stay in your workspace — only their access goes. Only Owners and Admins can remove teammates.

If a colleague tries to claim the same listing

If someone at your company tries to claim a listing that has already been claimed, they will see an "Already Claimed" message. The account holder should add them as a team member from the manage dashboard instead.

Transferring primary ownership

A workspace can have more than one Owner — your co-founder or business partner can claim the listing themselves to be added as an Owner alongside you. To fully transfer the primary account holder role to a different person, email support@crewfinder.info. This isn't something you can do from the manage screens.

Security

• Each team member signs in with their own Google or Microsoft account. No passwords are stored or shared.
• Access can be revoked at any time by the account holder.
• Only people explicitly added to the account can manage the listing.