Collaboration
Manage crew, co-owners and roles
Permissions are scoped to a boat and should follow least privilege.
Before you begin
- Active membership of the boat
- A clear view of each person’s tasks and required permissions
- 1
Choose the role first
Decide whether the person should manage, edit or only view the boat record.
- 2
Share invitations carefully
Send invitation links through a trusted channel and revoke unused invitations.
- 3
Use workshop access
Prefer time- and scope-limited workshop sharing over permanent membership.
- 4
Review access regularly
Remove former crew and check open shares after each season or project.
Check the result
Each person can see only the boats and capabilities they need, while sensitive actions remain limited to appropriate roles. Review “Manage crew, co-owners and roles” once from another crew member’s perspective: labels, status and the next action should make sense without a verbal explanation.
If something goes wrong
For missing access, check invitation state, account email and boat membership first. A plan change must not remove lasting read access to owned data.
Keep data safe and traceable
For “Manage crew, co-owners and roles”, capture only information required for the task. Passwords, access tokens and complete payment details never belong in notes or screenshots. Every change should remain connected to the correct boat, a responsible person and a visible status. If two devices produce different versions, resolve the conflict deliberately; an earlier accepted record must not disappear without explanation.
After the first real use
After the first use, review the workflow against “Choose the role first”, “Share invitations carefully”, “Use workshop access”, “Review access regularly”. Add missing labels, sources or follow-up work in context. A short review at season change, after a crew change or when signing in on a new device is then enough. The guide remains useful without maintaining the same task in parallel private lists.