Inviting Users

To invite additional users to your tenant, follow these steps within the Crystallize App:

• Go to Settings and click the Users label.
• Click the Invite new user + button,  select an expire time, then click Get invite link.
• Copy and share the invite link with other users (your users must first create their own Crystallize accounts for this to work properly).

A list of all the users who have access to your tenant can be viewed in the Users section on the Settings screen.

By default, new users have user-level privileges within the tenant. They can perform most of the functionality the App provides, but they can’t perform any administrative tasks. To gain access to these abilities, a user must be promoted to Admin level. Click the action button (…) on the right side of a user’s record to see the access level options available.

Once a user is promoted to Admin, they’ll gain access to additional screens under Settings:

• Usage. An Admin will be able to view tenant usage on a monthly basis.
• Users. From here, an Admin can invite additional users to the tenant, adjust any other user’s access level, or remove users from the tenant.
• Billing & Payments. An Admin can activate a Crystallize plan and manage payment details.
• API Access. This screen allows an Admin to change authentication settings for each Crystallize API.