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Getting Started

Managing Partner Access & Permissions

Understand how to restrict access and control what your external partners can see and do.

Access Control

By default, any partner invited to your workspace receives Read-Only access. This ensures that your CPA or consultant cannot accidentally modify your inventory levels, change recipes, or delete orders.

Revoking Access

If your relationship with a consultant ends, you can instantly sever their access to your WeCraft instance:

  1. Navigate to Settings & Support.
  2. Under Partner & Agency Access, find their name in the active partners list.
  3. Click the Revoke Access button.

Their session will be immediately terminated and they will lose all access to your workspace data.