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Team Members

Welcome to the guide for managing team members in Kranium AI. As a user with administrative privileges, you can invite new users, assign roles and departments, and manage access privileges. This guide will walk you through the steps to effectively manage your team.

1. Accessing the Team Management Section​

Steps:

  1. Navigate to the Team Management Section:
    • From the main dashboard, click on the "Team" link.
  2. Enter the Team Management Interface:
    • Clicking on the "Team" link will take you to the team management interface, where you can view and manage all team members.

2. Inviting New Users​

Steps:

  1. Initiate User Invitation:
    • In the team management interface, look for the "Invite User" button, located at the top of the section.
  2. Enter User Details:
    • Click on "Invite User" to open the invitation form. Enter the email address of the new user and fill in any additional required details.
  3. Assign Role and Department:
    • Select the appropriate role for the new user from the dropdown menu. Each role may have specific access privileges.
    • Choose the department the user belongs to from the dropdown menu.
  4. Send Invitation:
    • Review the information and click "Invite". The new user will receive an email with instructions to join the Kranium AI platform.

3. Assigning Roles and Departments​

Steps:

  1. View Current Members:
    • In the team management interface, you can see a list of current team members, along with their roles and departments.
  2. Select a Member to Edit:
    • Click on the name of the member you want to edit. This will open the member's profile or details page.
  3. Change Role and Department:
    • On the member's profile page, find the options to change the role and department.
    • Use the dropdown menus to select the new role and department for the user.
  4. Save Changes:
    • After making the necessary changes, click "Save" to apply the new settings. The user's access privileges will be updated based on the new role assigned.

4. Managing User Access​

Steps:

  1. View and Edit Access:
    • In the team management interface, you can view the current access levels of all users.
    • Click on a user's name to view their detailed access permissions.
  2. Modify Access as Needed:
    • Adjust the user's role if their responsibilities change.
    • Update the department if the user moves to a different team or project.
  3. Deactivate or Remove Users:
    • If a user no longer needs access, you can deactivate or remove their account from the team management interface.
    • Click on the user's name and select "Deactivate" to revoke their access.

Managing team members in Kranium AI as an admin allows you to efficiently handle user invitations, role assignments, and access privileges. By following this guide, you can ensure that your team operates smoothly with the appropriate levels of access and responsibility.

For any additional support or advanced configurations, refer to our support resources or contact the Kranium AI support team.