Documentation

Organization Management

CraftStage uses organizations to group your team, jobs, templates, and machine profiles together. Every account belongs to at least one organization.

What an organization includes

An organization in CraftStage owns:

  • All jobs and their items, proofs, and exports
  • All templates and template field configurations
  • All machine profiles
  • All activity logs
  • Organization-level default settings (default font, default colors)

Creating an organization

When you first sign up, you're prompted to create an organization. Give it your shop's name — this is what customers see in the approval portal header.

Inviting team members

Invite your production staff to join your organization. From the organization settings page, enter their email address and send an invitation. They'll receive an email with a link to create an account and join.

Team members share access to all jobs, templates, and machine profiles within the organization. Everyone sees the same dashboard and can work on any job.

Roles

Organization members can have different roles that control what they can do:

RoleCan do
OwnerEverything, including billing and deleting the organization
AdminManage members, templates, machine profiles, and all jobs
MemberCreate and manage jobs, generate proofs and exports

The person who creates the organization is automatically the owner. You can promote other members to admin as needed.

Organization defaults

Set organization-wide defaults in the settings:

  • Default font — The font used for new templates (default: Arial)
  • Default cut color — The cut line color for new machine profiles (default: red, #FF0000)
  • Default engrave color — The engrave color for new machine profiles (default: black, #000000)

These defaults are applied when creating new templates and machine profiles. Existing items are not affected when you change defaults.

Authentication

CraftStage supports multiple sign-in methods:

  • Email and password
  • Magic links (passwordless email sign-in)
  • OAuth providers (Google, etc.)
  • Passkeys (biometric authentication)

All methods provide the same level of access. Choose whichever is most convenient for you and your team.