Info: Currently it is not yet possible to change the e-mail address directly directly in Craftnote. How the employee can change their email address by a new invitation to the company and subsequent re-registration, the employee can still log in to Craftnote via the desired e-mail address. in Craftnote in the future, you can find out in this help article.
As a user with the "Owner" role assigned in Craftnote, please use a new invitation of the employee concerned under the web app on the PC / laptop or in the mobile Craftnote app in the settings area "Employees" before.
Here you can also assign the corresponding role (employee / supervisor or owner) to the user in Craftnote.
The user will receive an email in their mailbox for the purpose of registration, which will add them to your company.
You can then delete the employee's old account in the settings area "Employee" by clicking on the recycle bin icon remove.
Good to know:
- If an already purchased licence (Pro or Premium) is to be made available to the employee again licence is to be available to the employee again, it must be assigned by the owner via the Web app under the settings area "Licences & billing" necessary after successful invitation.
- The user with the assigned role "Employee" or "Project manager" must be invited to the relevant projects again by the "supervisor" or "Owner" must be invited again.
- The user with the assigned role of "Owner" can add themselves to all projects as a project member under the settings area "Company projects" assign.
- If the invitation does not reach the employee due to adverse circumstances circumstances, the employee can also register independently under the link and is hereby automated Your company added.
- If the registration of the new account is also carried out by the inviting party the inviter, it is important to ensure that the inviter logs out of the web or mobile app beforehand, otherwise an error message will be displayed;