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Crosspoint organizations support multiple users. You can invite teammates to collaborate on products, orders, customers, and other parts of your business — each with a role that determines what they’re allowed to do. Team management lives under Settings → Members in your dashboard.
With SSO switched on for your store, you can connect your own identity provider instead of inviting people one by one. See Single Sign-On.

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Roles

Every member of an organization has one of six roles. Pick the one that matches the person’s job, so money and secrets stay with the people who need them. You choose the role when you invite someone, and can change it later.

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Inviting a member

  1. Go to Settings → Members in your organization’s dashboard.
  2. Click Invite.
  3. Enter the email address of the person you want to add.
  4. Click Send Invite.
The invitee receives an email with a link to join your organization. If they don’t already have a Crosspoint account, one is created for them when they accept the invitation. New members join with the Member role by default. To grant additional access, change their role after they’ve been added.
Already a member? If you invite an email that’s already part of your organization, no new invite is sent — the existing membership is shown instead.
Enforcing SSO? Invitations stop being a way in. The invited person becomes a member, but reaching the organization requires signing in through your identity provider. Add them there instead.

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Changing a member’s role

Only admins and owners can change roles.
  1. Go to Settings → Members.
  2. Click the ⋯ menu on the member’s row.
  3. Choose Change role.
  4. Select Admin or Member and click Save.
The role picker shows a side-by-side permissions matrix so you can confirm what each role grants before saving.
The owner’s role can’t be changed from this menu. Every organization has exactly one owner at all times. Ownership can only be transferred to another member of the organization who has completed identity verification — please contact support to request an ownership transfer.

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Removing a member

Only admins and owners can remove other members.
  1. Go to Settings → Members.
  2. Click the ⋯ menu on the member’s row.
  3. Choose Remove from organization.
  4. Confirm the removal.
The removed member immediately loses access to the organization. They keep their Crosspoint account and any other organizations they’re a member of.
You can’t remove the owner. Every organization always has exactly one owner — to remove the current owner, ownership must first be transferred to another member who has completed identity verification. Please contact support to request an ownership transfer.
Using SSO? Removing a member here doesn’t keep them out. Anyone who can still authenticate against your identity provider rejoins on their next sign-in. Revoke their access in your identity provider instead.

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Leaving an organization

If you want to leave an organization yourself:
  1. Go to Settings → Members.
  2. Click the ⋯ menu on your own row.
  3. Choose Leave organization and confirm.
You can’t leave an organization if you are:
  • The owner — ownership must be transferred first.
  • The only remaining member of the organization.

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Frequently asked questions

No. If the invited email doesn’t have a Crosspoint account yet, one is created automatically. The user signs in to claim it when they accept the invitation.
Yes, if your organization uses Single Sign-On. Anyone who authenticates through your identity provider becomes a member with the Member role — no invitation needed. Your identity provider controls who can do that.
Yes. A user can be a member of any number of organizations and may have different roles in each one. You can switch between them from the organization picker in the dashboard.
Ownership can only be transferred to another member of the organization who has completed identity verification. Every organization always has exactly one owner — the previous owner becomes an admin once the transfer completes. Please contact support to request an ownership transfer.