Team Member Management

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Crunchbase Product Team
  • Updated

The team admin features for Crunchbase Pro and Enterprise simplify managing access and permissions for multiple users from the same team and/or company. With single sign-on, group invoicing, seat management, and Salesforce Sync connection, teams can operate more efficiently on Crunchbase.

From the top navigation, select Account and click Account Settings from the dropdown list. Once in the Account Settings screen, use the left navigation to select Team Members. In this screen, all team members will be able to see who is part of their team. 

Note, the screenshots in this article are of the 'Owner, Admin' role view. The same steps will apply to 'Admins', however, some differences may be noticed such as purchasing seats.

Keep in mind, the Seats Assigned column references the subscription associated with that individual. If the column states 'Free User' this means the individual does not have a subscription. 

Below is an example of a team called Pete Team- it has 4 team members,  2 of the members are admins, 3 of the members have Crunchbase Pro subscriptions and 1 Crunchbase Pro seat is available. 

Team_Members.png

Only admins and owners can see each person’s role within the team on the Team Members section, and update permissions as needed. To learn more about team member's roles, click here! Below are some steps related to managing your team! 

Invitation

Invite a user to the team

Resend an invite to a user 

Remove an invite sent to a user 

Modify

Modify role of a team member

Removals

Remove a team member

 

If you're a team owner or 'owner, admin' and looking to learn how to manage team subscriptions, click here

 

Need help or guidance? Reach out to us at prosupport@crunchbase.com or post your question in the Crunchbase Community Or if you are an Enterprise user, please reach out to your dedicated Customer Success Manager. 

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