Purpose: The Team, Roles, & Permissions section of your account allows you to manage your team member's access to Kizen. Here you can create login access for your team members, organize team members by groups to assist with automations and team associations, and control which permissions team members are granted

TABLE OF CONTENTS

• Add Team Members
• Edit Team Members
• Delete Team Members

Tip: We'd recommend you start by creating permission groups, adding roles, then adding individual team members

Add Team Members

1. Navigate to the Settings tab from the main toolbar

2. Select Team, Roles, & Permissions tab from the top menu

3. Click Add Team Member

4. Fill in the personal info (First Name, Last Name, Email Address) about a new Team Member

    4.1 Set optional Roles, Additional Permission Groups, apply Toolbar Templates and Track Annual Quota toggle (for team members where annual quotas are tracked)

5. Click Save

Attention: Please make sure the team member's name is unique or you will not be able to save the

Your team member will receive an email with a link to "verify" themselves and set up a password to log into their Kizen account.

The team member will need to add a password and click Submit. This will be the password they use to log in moving forward.

Upon hitting submit, your team member can use their email and password to log in to your organization's Kizen account. Their activity and interactions will be tracked under their user account.

Edit Team Members

1. Navigate to Settings tab from the main toolbar

2. Select Team, Roles, & Permissions tab from the top menu

3. Search for the Team Member you would like to edit 

4. Click the "... " icon under Actions column

5. Select Edit

6. Make the necessary updates and click Save

Delete Team Members

6. Confirm Delete if you would like to permanently remove this team member from your account

Note: If the team member has been assigned as an Owner on any custom object records, deleting that team member clears the Owner field for all associated records