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 Settings tab from the main toolbar

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

3. Click Add Team Member

4. Add First Name, Last Name, Email Address, Phone Number, and Roles

    4.1 Add Additional Permission Groups and Team Member Annual Goal (optional)

5. Click Save

Attention: Please make sure, the team member's name is unique

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. Click Team, Roles, & Permissions 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 you would like to permanently delete 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