Crownbeam

Learn how to give additional people access to your Crownbeam account and manage their permissions.

Add a team member

Learn which user permissions exist in Crownbeam, how to adjust them, and what to do if a team member can't perform certain actions.

Manage user permissions

How to change a user's email address in Crownbeam by creating a new user and then removing the old one.

Change a user's email address

How to delete a user from your Crownbeam account.

Delete a user

Learn how to reset your Crownbeam password if you've forgotten it.

Reset your password

Learn how to enable email and SMS notifications in Crownbeam and choose which events you want to be notified about.

Set up notifications

Learn how to change the language of the user interface and notifications in Crownbeam.

Change the language in Crownbeam

Andreas Gruber

Everything you need to know about creating users and managing user permissions

Team and User

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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