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To use CaptrID, your team members need to be invited to your organisation. Each person gets a role that determines what they can access.

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Roles

Capturers use the mobile app, not the admin portal. When you invite someone as a capturer, they’ll sign in via the CaptrID mobile app — not the web portal.

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Inviting a user

  1. Go to User Management in the sidebar
  2. Click Invite User
  3. Enter their email address
  4. Select a role (Organisation Admin, Coordinator, or Capturer)
  5. Click Send Invitation
The invited person receives an email with a link to create their account. Once they accept, they appear in your user list.
Invite User dialog with email field and role dropdown

The Invite User dialog — enter an email and choose a role

You can track pending invitations from the Invitations tab on the User Management screen. If an invitation email didn’t arrive, use Resend Invitation to try again.

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Managing existing users

User Management screen with users listed by role

The User Management screen showing team members and their roles

From the Users tab in User Management, you can:
  • Search by name or email
  • Filter by role
  • Change role — Reassign a user to a different role
  • Remove user — Deactivates their access (their data and audit history are preserved)

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Coordinator permissions

Coordinators have a base set of capabilities (creating sessions, reviewing photos). Organisation Admins can grant more from Organisation Settings — managing Master Lists and card templates, syncing session data back, bulk photo upload, card printers, and changing a list’s card policy. See Coordinator permissions for the full list and what each one is set to by default.
These permissions are organisation-wide — they apply to all coordinators in your organisation.

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Common questions