Managing Colleagues

Navigating to Users Pane

• Select Settings from the bottom left of the screen.
• Select Users from the Navigation Pane.

Adding a Colleague

Adding Colleagues to Kinabase allows you to collaborate with multiple people on your organisation.

• Click on the "Colleagues" button near the top of the Sidebar
• If you click on Invite users you will be greeted with this box.
• Fill in the details, and set roles here see more

• Click on Invite and you will then need to input:
  • First Name
  • Last Name
  • Email
• You can then optionally set the below fields to skip changing them later:
  • Admin Access
  • Roles
• Once you have done this click on OK.
• Your colleague will receive an email within a few minutes, with a link to get started with Kinabase.

For Microsoft Organisation Logins see Syncing Users.

Deactivating a Colleague

On the users settings pane, you can right click a given user that you wish to change.

This will stop the user from logging in, and will cease them counting towards billing for the next billing cycle.

Making a Colleague an Admin

System Admin

System Admins have the authority to carry out certain restricted functions in Kinabase, learn more in the first section of the roles article.

In order to make a User an Admin, you will need to grant them specific permissions.

• Right click the user you want to make an admin.
• From the pop-up menu select "Make [user's name] a system admin"

• Click on Change Role.
• The permission change will take affect immediately.

Billing Admin

Billing Admin are the same as regular users, aside from the ability to adjust Billing settings for the organisation.

To set a user as a Billing Admin follow the steps above but select "Make [name] a billing admin".

• Click on Change Role.
• The permission change will take affect immediately.

Reverting an Admin to a Normal User

If you made a mistake or you want to remove admin rights from the user then follow the steps above but select "Make [name] a regular user".