CrowPrime Docs

Getting started

Team & roles

Access in CrowPrime is role-based and evaluated on the server for every request. A member's role decides which navigation entries appear and which actions the API will accept.

On this page

Available roles

CrowPrime has nine roles. Owner is set at organization creation; the other eight can be assigned to members. There is no separate Operations role — warehouse and fulfillment work is split across Supervisor, Manager and Picker.

Owner

Intended for
Business owner
Summary
Full access to everything, including billing and role-permission management

Admin

Intended for
Operations lead
Summary
Everything except billing and managing role permissions

Supervisor

Intended for
Shift / team lead
Summary
Warehouse, picking, orders, returns and Crow AI; can cancel pick lists

Manager

Intended for
Category / shop manager
Summary
Orders, inventory, listings, research, sourcing and dropshipping

Picker

Intended for
Warehouse staff
Summary
Picking queue, stock adjustments, warehouse locations

Finance

Intended for
Accountant / bookkeeper
Summary
Invoices, expenses, VAT report, exports and reconciliation

Support

Intended for
Customer service
Summary
Orders, returns, customer messages and profiles

Dropshipping

Intended for
Dropship operator
Summary
Listings, sourcing, dropshipping and AliExpress order IDs

Viewer

Intended for
Stakeholders, auditors
Summary
Read-only on data, but can complete pick lists and open warehouse pages

Permission matrix

Page access per role (simplified from Settings → Roles & permissions). Owner can open everything.

Dashboard, Orders, Organizations, Settings

Owner
Yes
Admin
Yes
Superv.
Yes
Manager
Yes
Picker
Yes
Finance
Yes
Support
Yes
Dropship
Yes
Viewer
Yes

Warehouse, Picking, Stock movements

Owner
Yes
Admin
Yes
Superv.
Yes
Manager
Yes
Picker
Yes
Finance
No
Support
No
Dropship
No
Viewer
Yes

Returns, Messages, Customer profiles

Owner
Yes
Admin
Yes
Superv.
Yes
Manager
Yes
Picker
No
Finance
No
Support
Yes
Dropship
No
Viewer
No

Invoices

Owner
Yes
Admin
Yes
Superv.
Yes
Manager
No
Picker
No
Finance
Yes
Support
No
Dropship
No
Viewer
No

Expenses, VAT report, Export, Tax & compliance

Owner
Yes
Admin
Yes
Superv.
No
Manager
No
Picker
No
Finance
Yes
Support
No
Dropship
No
Viewer
No

Listings, Research, Projects

Owner
Yes
Admin
Yes
Superv.
Yes
Manager
Yes
Picker
No
Finance
No
Support
No
Dropship
Listings*
Viewer
No

Sourcing, Dropshipping

Owner
Yes
Admin
Yes
Superv.
No
Manager
Yes
Picker
No
Finance
No
Support
No
Dropship
Yes
Viewer
No

Integrations (marketplace connections)

Owner
Yes
Admin
Yes
Superv.
No
Manager
No
Picker
No
Finance
No
Support
No
Dropship
No
Viewer
No

Billing (subscription)

Owner
Yes
Admin
No
Superv.
No
Manager
No
Picker
No
Finance
No
Support
No
Dropship
No
Viewer
No

Crow AI

Owner
Yes
Admin
Yes
Superv.
Yes
Manager
Yes
Picker
No
Finance
No
Support
No
Dropship
No
Viewer
No
  • Supervisors can edit invoices but not cancel them; cancelling is Owner, Admin and Finance. Supervisors cannot open expenses, VAT, export or tax pages.
  • Listings*: the Dropshipping role can work on listings and sourcing but not on research or projects.
  • Support cannot see order amounts by default; an Owner can grant it via overrides.
  • Deleting products, creating warehouses and deleting locations need Owner or Admin; creating products and adjusting stock is also open to Supervisor, Manager, Picker and Dropshipping.

Explore a role

Reading a matrix row is one thing; seeing the product through that role's eyes is clearer. Pick any role below.

See CrowPrime through their eyes

Pick a role — the sidebar and page access update instantly, exactly like the app.

Sidebar

  • Dashboard · Orders · Organizations · Settings
  • Warehouse · Picking · Stock movements
  • Returns · Messages · Customer profiles
  • Listings
  • Research · Projects
  • Sourcing · Dropshipping
  • Crow AI
  • 4 sections hidden

Manager7/11 sections

Shop or category manager. Orders, inventory, listings, research and sourcing.

Can open

Dashboard · Orders · Organizations · SettingsWarehouse · Picking · Stock movementsReturns · Messages · Customer profilesListingsResearch · ProjectsSourcing · DropshippingCrow AI

No access

InvoicesExpenses · VAT report · Export · Tax & complianceIntegrationsBilling

Permission overrides

Owners can fine-tune individual roles under Settings → Roles & permissions. Overrides are stored per organization and applied on top of the defaults at runtime.

  • Each override is a single role + permission switch, for example granting Support the right to view order amounts.
  • Managing role permissions itself is Owner-only and cannot be delegated.
  • Changing a member's role is Owner-only; inviting and removing members is Owner and Admin.

Permission checker

Unsure about one specific action? Combine a role with an action for an instant verdict — handy before assigning roles or answering “why can't I open this?”.

Can they do it?

Combine any role with any action for an instant verdict.

Yes — Support can do this.Deleting orders stays Owner and Admin.

Inviting members

  1. 1

    Open the team page

    Settings → Team lists current members, pending invitations and roles.

  2. 2

    Send the invitation

    Enter the email address and pick one of the eight assignable roles. The invitee receives a link that expires after seven days; unaccepted invitations can be resent or revoked.

  3. 3

    Acceptance

    The invitee accepts via the invitation page and lands in the organization with the assigned role. If they already have a CrowPrime account, the new organization simply appears in their switcher. Seats are checked at acceptance: if the plan seat limit is reached, acceptance is blocked until a seat is freed or the plan is upgraded.

Note

Seats are counted per active member. If your plan seat limit is reached, invitations are blocked until you remove a member or upgrade.

Changing or revoking access

  • Role changes take effect on the member's next request — no re-login required.
  • Removing a member immediately invalidates their sessions for that organization only.
  • Ownership transfer requires selecting an existing Admin; the former Owner becomes Admin.

Access rules to know

  • Roles never grant cross-organization access, even for Owners of several organizations.
  • Suspended account status narrows every role to read-only, including Owner, until billing is resolved.
  • Crow AI answers are scoped to the asking member's permissions, so a Viewer cannot extract data they could not open in the UI.