Who can invite team members
Only Owners and Administrators can invite people to your organiser workspace. If you do not see the option to add a member, check your current role in the team settings.
Before you begin, ensure your workspace subscription includes the features your new member needs:
- Door staff roles require the Organiser Core or Pro plan.
- Finance, Event manager and advanced administrative roles require the Organiser Pro plan.
If your workspace is on the Free plan, you will be prompted to upgrade if you try to assign a restricted role.
Available roles
Choose the role that matches the person's responsibilities. This ensures they see only the tools they need.
- Owner: Full control over billing, team management and workspace deletion.
- Admin: Manages team members, brands, events and campaigns.
- Finance: Views subscriptions, invoices, campaign charges and payment reports. Cannot edit events.
- Event manager: Creates events, manages promoters and guest lists. Cannot access billing.
- Door staff: Accesses the Door Scanner for assigned events only. Cannot view workspace settings or financial data.
Invite an existing Crowdstack user
If the person already has a Crowdstack account, you can add them directly.
- Go to Settings and select Team for your workspace.
- Select the Find account tab.
- Search for the person by name, Crowdstack handle or contact details.
- Select their account from the results.
- Choose their Role from the dropdown menu.
- Tap Send invitation.
The user receives a notification immediately. Once they accept, they appear in your active team list.
Invite by email or phone
If the person is new to Crowdstack or you prefer to send a direct link:
- Go to Settings and select Team.
- Select the Email or phone tab.
- Enter their Email address or Mobile number.
- Select the Role you wish to assign.
- Tap Send invitation.
They receive a secure link via email or SMS. When they open it, they are asked to create an account or sign in. Some roles may require them to verify their contact details before joining.
Create a private claim link
Use this method if you want to generate a link to share manually, for example in a group chat or printed roster.
- Go to Settings and select Team.
- Select the Private link tab.
- Add an optional label to help you identify who uses the link.
- Choose the Role for anyone who uses this link.
- Copy the generated link and share it with your team.
Anyone who opens this link can claim the role. Depending on the role selected, you may need to approve their entry before they gain access.
Manage pending invitations
You can view the status of all invitations in the Team section.
- Pending: The invitation has been sent but not yet accepted.
- Claimed: The user has clicked the link but may need to verify their email or phone number, or await your approval.
- Active: The member has joined the workspace.
To cancel an invitation, locate the entry in the list and select Revoke. The link will stop working immediately.
Change or remove a team member
Owners and Administrators can change roles or remove members at any time.
- Open the Team list.
- Locate the member you wish to update.
- Select Change role to adjust their permissions or Remove to revoke access.
Removing a member does not delete their personal Crowdstack account; it only removes their access to your specific workspace.