Managing your team members and roles

Invite your team members to your Kanal workspace and give each of them a role suited to their work. Adding members requires the Scale plan or higher (see What are the Kanal plans and what do they include?).

Team management happens in Settings > Team Members. To open Settings, click your team name in the workspace menu, then Settings.

Roles

• Admin: full access to Kanal, including team management (inviting, removing a member, changing a role).

• Member: designed for marketing and operations teams. It gives access to day-to-day work: Inbox, campaigns, automations, templates, AI Agent, lists and segments.

• Conversations Agent: designed for customer support. It gives access to the Inbox to read messages, reply to customers, and close or reopen conversations.

Inviting a team member

1. Open Settings > Team Members.

2. Click the button to add a team member.

3. Enter your team member's email address.

4. Choose their role.

5. Send the invitation.

Your team member receives an email with a unique link to join your workspace. They can sign up or log in with the email address of their choice: they are attached to your team with the chosen role.

Invitations do not expire. An invitation remains valid as long as it has not been used or deleted. If your team member does not see the workspace, delete the pending invitation and send a new one.

Changing a team member's role

An Admin can change a team member's role at any time from Settings > Team Members.

Removing a team member

Any Admin can remove a member from the team or delete a pending invitation, from Settings > Team Members.

Team member history

Kanal keeps a team member history (audit log) that tracks the changes made to your team.

Workspace owner and ownership transfer

The owner is the person who created the workspace. They have Admin rights. Ownership of the workspace can be transferred to another team member, for example when the person who created the account leaves the company.