Manage Users

Invite users to your organisation, assign roles, and deactivate accounts in CRAFT.

User management is available to organisation owners and admins. You can invite new users, assign or change their roles, and deactivate accounts that should no longer have access.

Where to find user management

In the CRAFT platform, go to Settings in the main navigation, then select Members or Users from the settings sidebar.

Invite a new user

1. Open the Members page

   Navigate to Settings and select Members. You will see a list of all current members in your organisation.

2. Click Invite Member

   Select the Invite Member button in the top-right area of the Members page.

3. Enter the user's email address

   Type the email address of the person you want to invite. Make sure you use the same email address they use with your company’s identity provider if SSO is configured — otherwise they may have trouble logging in.

4. Select a role

   Choose the role that matches what this person needs to do. See Roles and Permissions for a description of each role.

   You can change the role at any time after the user accepts their invitation.

5. Send the invitation

   Select Send Invite. The user will receive an email with a link to accept the invitation and set up their account.

   If the user does not receive the invitation email within a few minutes, ask them to check their spam folder. If SSO is configured, they may be directed to log in with their company credentials instead of setting a password.

Change a user’s role

1. Find the user

   On the Members page, locate the user whose role you want to change. You can use the search field to find them by name or email address.

2. Open their profile

   Select the user’s name or the options menu (three dots) next to their row.

3. Change the role

   Select Edit Role or the current role name and choose a new role from the dropdown. The change takes effect immediately — the user does not need to log out and back in.

Deactivate an account

When someone leaves your organisation or no longer needs access, deactivate their account rather than deleting it. Deactivation preserves any work they created while removing their ability to log in.

1. Find the user

   On the Members page, locate the user you want to deactivate.

2. Deactivate the account

   Select the options menu (three dots) next to the user’s row and choose Deactivate. Confirm the action when prompted.

3. Confirm the change

   The user will appear as Inactive on the Members page. They will not be able to log in, and their API keys (if any) will be revoked immediately.

Deactivating a user does not delete their work. Projects, data connections, and other resources they created remain in place. If you need to transfer ownership of a resource, reassign it to another user before deactivating the account.

Reactivate a deactivated account

If someone needs access again after being deactivated, select the options menu next to their row on the Members page and choose Reactivate. You will be prompted to confirm and re-select their role.