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V3 · Cool Electric

Managing Team Members

Learn how to add a new team member to Koho.

  1. How do I add a new team member?
    1. How do I remove a team member?

How do I add a new team member?

Adding a team member is simple and ensures the right people have access to your data. Here's how:

  1. Go to the Team Members section.
  2. Click Invite Members and enter their email address.
  3. Choose their role:
    • Owner - Full access, including the ability to create groups
    • Member - Standard access, but cannot create groups
  4. Send the invite. Once they accept, they'll appear in your team list.

How do I remove a team member?

Removing a team member is also straightforward. Here's how:

  1. Go to the Team Members section.
  2. Click the trash icon next to the member you want to remove.
  3. Confirm the deletion.