Inviting teammates and assigning roles

Kiko works best when your whole team is on board. Each person gets a role that controls which modules and records they can see.

Steps

1. 1Open Settings → Members.
2. 2Select Invite and enter one or more email addresses, or upload a CSV file.
3. 3Choose a role for each person, such as Admin, Manager, or Member.
4. 4Select Send invites. Invitations expire after 7 days and can be resent from the same page.