Inviting your team

Why

Each person should sign in as themselves, so what they do is recorded under their own name.

How

An admin or the owner invites an email address with a role from Settings.

Inviting a person

1. 1
   Step 1.

   Open the account menu, choose Settings, then the users section. Only an admin or the owner sees it.

2. 2
   Step 2.

   Under Invite someone, enter the person's Email, choose their Role and press Invite.

3. 3
   Step 3.

   The person receives an email with a link that only that mailbox received. They open it, give their name and choose a password if they are new to Kabaido. They then join your workspace with the role you chose.

The invitation is for that email address alone: a person signed in with a different address cannot use it.

While an invitation is waiting

A waiting invitation is listed under the form with its role and the day it runs until. The two buttons on its row send it again and withdraw it. A used or expired link opens nothing.

Roles

The role decides what a person sees and does, in the app and through their own Claude. The same section changes a person's role and removes a person. Users and roles says what each role allows.