Team management happens in Settings → Team. You need the Owner or Administrator role to change anything there.
Invite a member
Click + → Invite team in the top bar, or open Settings → Team.
Enter the email address and pick a role: Administrator, Sales Manager or Sales Representative.
Send. The invitation sits under Pending Invitations until it is accepted.
Seats are unlimited, so inviting more people does not change your bill.
Pending invitations
Did not arrive? Ask your teammate to check spam, then send the invitation again from the Team page.
Sent to the wrong address? Remove the pending invitation and send a new one. The same email cannot have two open invitations.
Your teammate already has a K3X account? The link signs them in and adds the workspace. No new sign-up.
Change a role
Open Settings → Team.
Find the member and pick the new role.
Ask them to refresh the app.
The Owner's role cannot be changed here. Email [email protected] to transfer ownership.
Remove a member
Remove from the same Team page. The member loses access to this workspace immediately. They keep their K3X account and any other workspaces they belong to. Records they owned stay in place; reassign them with Assign in the Action Bar or on each record page.
Before removing someone who sends a lot of email, note that their connected mailbox goes with them. Emails already on the timeline stay.
Leave a workspace
Non-owners can leave from Settings → Membership. Owners cannot leave their own workspace until ownership is transferred.
Switch workspaces
The same email can belong to many K3X workspaces, with a different role in each.
Click your avatar in the top right.
Under Switch workspace, click the one you want. Your role is listed under each.
Each workspace has its own records, pipelines, agents, phone numbers, credits and billing. Nothing is shared between them.
Related
Roles and permissions: Owner, Administrator, Sales Manager, Sales Representative
Invite your team
Create or join a workspace