Everyone who works in Kanamé should have their own login. It keeps messages and bookings assigned to the right person, and it means you can remove someone’s access without changing anyone else’s. You need to be an admin on the account to do this.
Open your team list
- Select Settings at the bottom of the left menu.
- Under My Business, select Users. This is the only place team members are managed. Adding someone here gives them their own login.
Add a team member
-
Select Add user at the top right.
-
Enter their first name, last name and email. The email becomes their login.
-
Choose a role:
- Admin sees everything, including settings and your whole contact list. Use it sparingly. - User sees only what you turn on for them. Most staff should be users.
-
Under permissions, turn on the parts of Kanamé they need: Conversations, Calendars, Contacts and so on. Anything you leave off is hidden from their menu.
-
Select Save. Kanamé emails them a welcome message with a link to set their password. It usually arrives within a couple of minutes. If it doesn’t, ask them to check spam, then check the email address you typed.
Only their own contacts?: There’s a switch called Only Assigned Data. Turn it on and that person sees only the contacts, bookings and conversations assigned to them. Good for someone who should see their own clients and nobody else’s. Leave it off for front desk staff who need the full picture.
Edit a team member
- In the Users list, find the person and select the pencil icon.
- Change their name, email, role or permissions.
- Select Save. The change applies straight away; they don’t need to sign out. Adding someone with the same role as an existing team member? Use Copy permissions in the add screen and pick the person to copy from. It saves setting thirty switches by hand.
Remove a team member
- In the Users list, find the person and select the delete icon.
- Confirm. Their history stays: every message they sent and booking they made is still in your account. Only their login is removed. If you’d rather keep the login but block access for now, edit them and turn their permissions off instead.
Adding a user doesn’t make them bookable: If this person takes appointments, they also need to be added to the calendar they take bookings on.
Where to go next
- Set up your profile and notifications: what each new person should do first.
- Connect your Google or Outlook calendar: each team member connects their own.
- Answer your messages in one inbox: where assigned conversations show up.