Key Concepts

Understand the core building blocks of CraftDesk: workspaces, projects, members, and entitlements.

Key Concepts

To get the most out of CraftDesk, understand these core concepts that power the platform.

Workspace

A workspace is your CraftDesk organization. It's the top-level container that holds all your projects, team members, and data. Each workspace operates independently with its own settings, team members, and billing. Most teams use a single workspace, but you can create multiple workspaces if you need organizational separation.

When you sign up for CraftDesk, you're creating a workspace. Everything you do in CraftDesk happens within that workspace.

Projects

A project is a container for work. It might be a software product, a client deliverable, an internal initiative, or a campaign. Each project has its own tasks, team, settings, and potentially different visibility rules.

Projects are where your team actually does the work. You can create multiple projects within a workspace to organize different initiatives. Your plan determines how many projects you can have:

  • Starter: 5 projects
  • Professional: 25 projects
  • Business: Unlimited projects

Members

Members are people in your workspace. Each member has a role that determines what they can do:

  • Owner — Complete control. Can manage billing, invite members, delete projects, and access all data. Usually just one or two people per workspace.
  • Admin — Can create and manage projects, invite team members, and modify workspace settings. Cannot manage billing.
  • Member — Can view and work on projects and tasks assigned to them. Cannot invite others or change settings.

Every member counts toward your plan's seat limit. When you reach your limit, archive or remove members to invite new ones.

API Calls

API calls are programmatic requests to CraftDesk's REST API. They let you automate workflows, query your project data, and integrate with other tools. Every plan includes a monthly limit:

  • Starter: 1,000 calls
  • Professional: 50,000 calls
  • Business: 500,000 calls

API calls reset on the first of each month. Exceeding your limit temporarily disables API access until the next billing period.

Entitlements

Entitlements are the features and limits your plan grants. They define what's possible in your workspace. For example:

  • Number of projects (5, 25, or unlimited)
  • Number of team members (1, 15, or 50)
  • API call allowance (1K, 50K, or 500K)
  • Custom domains (0, 1, or 10)
  • Advanced analytics (available on Professional and Business)
  • Priority support (Business only)

Your current plan determines your entitlements. Upgrade your plan to unlock more features.

Roles and Permissions

Roles control what members can do. Here's the permission matrix:

ActionOwnerAdminMember
Create Projects
Delete Projects
Invite Members
Change Member Roles
Remove Members
Access Billing
View Projects
Create Tasks
Comment on Tasks

Learn more in Roles & Permissions.

What's Next

Now that you understand the basics, explore: