Teams
Invite team members and manage roles across your organization.
Teams let you collaborate with other people in your organization — co-owners, managers, content editors, and staff.
Inviting members
Go to Team in the sidebar
The team page shows all current members, pending invitations, and suspended accounts.
Click Invite Member
Enter their email address and select a role.
They accept via email
The invitee receives an email with a link to join. They sign in with their Workfile ID (or create one) and get immediate access.
Team members use Workfile ID to sign in. If they already have a Workfile account from shopping or using another product, they can accept the invitation without creating a new account.
Roles
Workfile Store roles
| Role | Access |
|---|---|
| Owner | Full access — billing, settings, team management, all data |
| Admin | Everything except billing and ownership transfer |
| Member | Day-to-day operations — products, orders, content — no settings |
Store also supports custom roles with granular permissions. See Team & Roles for details on creating roles like "Content Editor" or "Order Fulfiller".
MealCraft roles
| Role | Access |
|---|---|
| Owner | Full access — billing, settings, all data |
| Practitioner | Client management, meal plans, recipes — no billing |
| Assistant | View clients, help with data entry — limited editing |
Member statuses
| Status | Meaning |
|---|---|
| Active | Full access based on their role |
| Invited | Invitation sent, waiting for acceptance |
| Suspended | Temporarily blocked from accessing the organization |
Use Suspend instead of Remove for temporary situations — like a team member on leave. Suspended members keep their role and data assignments, so reactivating them restores everything instantly.
Client assignment (MealCraft)
In MealCraft, clients can be assigned to specific practitioners. Each practitioner sees their own client list by default, with the option to view all clients.
Store assignment (Workfile Store)
In multi-store setups, team members can be assigned to specific stores. A member assigned to "Store A" won't see data from "Store B" unless explicitly granted access.
Team limits
The number of team members you can invite depends on your plan:
| Plan tier | Typical team limit |
|---|---|
| Free | 1 (owner only) |
| Starter | 2-3 |
| Pro | 5-10 |
| Business | 20+ |
See Plans & Limits for exact numbers per plan.
Managing members
From the team page, you can:
| Action | Description |
|---|---|
| Search | Find members by name or email |
| Filter by role | Show only specific roles |
| Change role | Update a member's role |
| Resend invitation | Re-send the invite email |
| Cancel invitation | Revoke a pending invite |
| Suspend | Temporarily block access |
| Reactivate | Restore a suspended member |
| Remove | Permanently remove from the organization |