1) Please enter the web app as a user with the "Owner" role assigned in Craftnote and click on the cogwheel icon in the top right-hand corner. This will take you to the "Settings" of the web app.
2) Now click on the "Employees" settings area. Here you will find an overview of the employees invited so far and their assigned roles.
3) Click on the orange "Invite employee" button in the top right-hand corner.
4) Now enter the relevant e-mail address of the employee.
Info: The first & last name is entered by the employee during the registration process.
5) Assign the employee the appropriate role (owner / project manager or employee).
6) Now click on the orange "Invite by e-mail" button. The invitee will then receive an email to the email address provided.
Info: If the employee has already installed the Craftnote app, they will also receive a notification in the respective Craftnote app. After a short confirmation, the employee is stored in your Craftnote company as an internal employee.
7) If the invitee has not previously created a user account in Craftnote account in Craftnote, the employee will be shown the invitation to your invitation to your Craftnote company will be displayed. As soon as the invitation is confirmed invitation has been confirmed, this employee is stored as an internal employee in your Craftnote company. in your Craftnote company.
* In both cases (step 6 & 7), the email does not need to be not be confirmed by the invitee, to be successfully added to the Craftnote company.
Info: If the person to be invited is the only or last employee in their Craftnote company and is now to be invited to your Craftnote company with the same email address, the following data/information will be included:
Projects including the:
- tasks
- Stored working hours
- (Project-related) chat histories
- File storage
The following data / information is not transmitted:
- Plan board entries
- Project status
- Work types
- Internal company PDF templates
Good to know:
- An already purchased Pro or Premium licence can be assigned to the employee by a user with the Owner role assigned in Craftnote under the "Licences & Billing" settings area.
- You can only assign an employee to your Craftnote as a user with the role "Owner" role assigned in Craftnote to invite an employee to your Craftnote company.
- If the invitation does not reach the employee due to adverse circumstances the employee can also register independently under the link register and is hereby automatically added to your company .
- Until the employee has registered in Craftnote, they will be listed in the listed in the "Employees" settings area under "Pending invitations".