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Inviting Your Team

Give everyone on your team their own account so their work is tracked under their name. You invite people by email from the Team page.

Who can do this: Owner and Admin. Admins can invite Staff and Admins.

Invite a teammate​

  1. In the menu, open Tools & Settings → Team.
  2. Under Invite a teammate, enter their Email address.
  3. Choose a Role:
    • Admin: can manage CRM data and invite or remove staff. Only the Owner can manage billing.
    • Staff: has limited access to CRM data and can't manage the team or billing.
  4. If you're inviting Staff and have more than one branch, choose their Primary branch, which is the store they belong to. If branch isolation is on, a primary branch is required for staff.
  5. Click Send invitation.

Kyglu CRM emails them an invitation link. The invitation is valid for 7 days.

See Team & Permissions for what each role can do.

What your teammate does​

  1. They open the link in the invitation email.
  2. On the Join page, they enter their name and choose a password. The email is already filled in from the invitation.
  3. They click Create account & join.

They can then sign in. Staff open on My Work, while Owners and Admins open on the Dashboard.

Manage pending invitations​

Invitations that haven't been accepted are listed under Invitations on the Team page, with their status and expiry date.

ActionWhen to use it
ResendThe person didn't get the email, or the invitation has Expired. Resending sends a new email and gives them another 7 days.
RevokeYou sent it to the wrong address or no longer want the person to join

Seats​

Each plan includes a number of seats, and every member uses one, including the Owner. The Team page shows how many you've used (for example 3 / 3 seats), and pending invitations count towards that number.

When all seats are used, you can't send more invitations until you add seats or remove a member. The Owner can add seats on the Billing page. See Managing Your Subscription.

warning

If your team has more members than your plan's seats, for example after moving to a smaller plan, members beyond the limit show No licence and can't use the app. The Owner can choose who keeps a seat on the Team page.

Next steps​