How to Invite Team Members

Maximize Kruncher's ability to help your fund by sharing your workspace with others.

For multiple users of the same organization that would like to use Kruncher jointly, only one person needs to create a new account and invite others, instead of multiple people to registering new accounts individually.

Invite a new team member

Go to Settings (⚙️) on the top right and select Team Members.

Click + Add User.

A pop-up will appear, asking you to fill in:

• The person's name
• Their email
• Their role (type of access they will get).

Once all 3 fields are filled in, click Invite.

Kruncher will send an email to the invited user, inviting them into your Main board.

Remove a team member from your account

You must have the Owner role to remove a team member.

On the Action column, click Remove Access on the team member you wish to remove.

Once done, their role will be Inactive. You can restore their access by clicking Enable access.

Understanding Role Types

There are 4 different role types a team member can have:

Owner

Grants full access to the account. Owners can (not limited to):

• • Add companies to be analyzed and delete companies
  • Change configurations (Investment Criteria, Deal Score Framework, Growth Score Framework)
  • Set up automations
  • Adding, editing, and removing other team members
  • Change subscription plan and billing details

NOTE: There can be more than one Owner per account.

Contributor

Team members with this role has limited edit access. Contributors are able to add and remove companies to be analyzed, change configurations and set up automations, but they are unable to add or remove team members, and change the plan type and billing details.

Reader

A read-only role that cannot edit anything within Kruncher. Readers can only view company reports, give comments, and vote inside company reports.

No Default Access

The most restricted tier of access. A team member who has this role essentially can only view selected companies, comment and vote, and nothing else.

How to assign No Default Access roles

Alternative title: How to give team members view access to only selected companies.

This role type is useful for people outside of your organization, for example the founder of one of your portfolio companies, to get view access of their own startup in your account.

Go to the specific company report that you want this team member to have view access.

Select the Settings tab and click on Team Members.

For existing team members in your account

On the Action column, click Edit role.

On Role, select Commenter/Voter from the drop-down. 

For team members not in your account yet

Click + Add member. You will be redirected to the Team Members section on Settings to invite that user first, and then you can assign them the Commenter/Voter role in the specific company report.

You can also do this inside the Edit role pop-up, and click Add new user.

What is Deals Notification?

Toggle this on to get notifications when a major/important update happens to this specific company.

Read more about notifications and automations in this next guide.