Article Content:
Overview
The Crew Members page is where you manage everyone who has access to your Rebolt account. Add new members, assign roles, and manage permissions so your team can collaborate effectively and securely.
How to Access Crew Members
Click the gear icon in the top-right of your Rebolt dashboard.
In the Settings sidebar, under Account, click Crew members.
Members Tab
Purpose: Shows a list of every active member on your Rebolt account.
Features:
See each member's name and role (Admin or Member).
Remove members by clicking the trash icon next to their name.
Change roles using the dropdown menu (e.g., upgrade a Member to Admin).
Best practices: Limit Admin access to trusted users who need full permissions, and review this list periodically to ensure only active members have access.
Invitations Tab
Purpose: Shows all pending invitations you've sent to people who haven't joined yet.
Features: Track outstanding invitations, and resend or cancel them as needed.
Best practices: Follow up with invited users so they accept promptly. Remove stale invitations to keep the list clean.
Adding a New User
Click Add User in the top-right corner.
Enter the new user's email address.
Send the invitation.
Pro Tips
Keep your crew list up to date by removing inactive users.
Use the Invitations tab to monitor onboarding and make sure new hires join promptly.