Team & Permissions
Target Role: Owner
Updated Oct 28, 2026 • 4 min read
How to Invite Team Members and Set Roles
Invite designers, developers, and project managers while managing granular role-based permissions and seat quotas.
Overview
CRDPay provides three internal team roles: Workspace Owner, Project Manager, and Team Specialist.
Instructions
- Navigate to Team → Invite Member.
- Enter the specialist’s work email address.
- Select their role: Project Managers have full cross-project access, while Team Specialists only see tasks assigned to them.
- Click Send Invitation. An automated onboarding email with a one-time activation link will be delivered.
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How to Set Up Milestones and Kanban Tasks
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How to Invite Clients to Their Dedicated Portal