--- title: Invite Team Members - Kenly Team Guide description: Learn how to invite and manage team members in your Kenly organization with proper roles and permissions. keywords: invite team, add members, team setup, user management, team collaboration ---

Invite Team Members

Why Invite Team Members?

• Distribute client management workload
• Assign specific clients to specific people
• Track who does what in activity logs
• Collaborate on forms and contracts
• Scale your onboarding operations
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Before You Start

Plan Requirements:
• Free: 1 user only (you)
• Pro: Unlimited users
• Business: Unlimited users + advanced permissions
Check your current plan in Settings → Billing. ---

Step 1: Navigate to Team Settings

• Click Settings in the sidebar
• Select Team tab
• Click + Invite Team Member button
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Step 2: Enter Team Member Information

Email Address (Required)

Enter their work email address. Important: They'll receive an invitation email at this address. ---

Full Name (Required)

Enter their full name as it should appear in the system. Example: "Sarah Johnson" or "Mike Chen" ---

Role (Required)

Select their role: Admin
• Full access to everything
• Can manage team and billing
• Best for: Owners, managers
Member
• Can manage clients and content
• Cannot edit settings or billing
• Best for: Account managers, coordinators
Learn more: Roles & Permissions Guide ---

Step 3: Send Invitation

Click Send Invitation. ✅ What Happens Next:
• Team member receives invitation email
• They click the invitation link
• They create their password
• They get access to your organization
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What the Team Member Sees

Invitation Email

Subject: "You've been invited to join [Your Organization] on Kenly" The email contains:
• Personalized greeting
• Your organization name
• Invitation link (expires in 7 days)
• Instructions to create account
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First Login Experience

After accepting invitation:
• Create password
• Complete profile
• Access your organization
• See assigned clients (if any)
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Managing Team Members

View All Team Members

From Settings → Team, you'll see:
• All team members
• Their roles
• Join date
• Last active date
• Invitation status
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Edit Team Member

To change someone's role:
• Click on team member name
• Select Edit
• Change role
• Click Save
Note: Only Admins can edit team members. ---

Remove Team Member

To remove someone:
• Click on team member name
• Select Remove
• Confirm removal
What happens:
• They lose access immediately
• Their assigned clients remain
• Activity log entries persist
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Resending Invitations

If someone didn't receive the invitation:
• Go to Settings → Team
• Find pending invitation
• Click Resend Invitation
Pro Tip: Check their spam folder first. ---

Assigning Clients to Team Members

After inviting team members:
• Go to Clients
• Select a client
• Click Assign To
• Choose team member
• Click Assign
Benefits:
• Team member sees only their clients
• Clear ownership and responsibility
• Better workload distribution
Learn more: Collaboration Guide ---

Team Member Limits

Free Plan

• 1 user (yourself only)
• Cannot invite team members
• Upgrade to Pro to add team

Pro Plan

• Unlimited team members
• No per-seat charges
• Full collaboration features

Business Plan

• Unlimited team members
• Advanced permission controls
• Custom roles (coming soon)
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Common Questions

Q: Can I invite someone without them having a Kenly account? A: Yes! They'll create their account when accepting the invitation. Q: Can team members invite other team members? A: Only Admins can invite new team members. Q: What if someone leaves the company? A: Remove them from Settings → Team. Reassign their clients first. Q: Can a team member be downgraded from Admin to Member? A: Yes, Admins can change roles anytime. Q: Is there a limit to team size? A: No limit on Pro and Business plans. Q: Can I set custom permissions beyond Admin/Member? A: Not yet. Custom roles are coming soon on Business plan. ---

Best Practices

✅ Start with Member role — Promote to Admin only when needed ✅ Document responsibilities — Clear role expectations ✅ Regular access review — Remove inactive users ✅ Assign clients clearly — Avoid confusion ✅ Onboard properly — Show new members around ---

Security Tips

🔒 Use strong passwords — Enforce for all team members 🔒 Review access regularly — Quarterly access audits 🔒 Remove immediately — When someone leaves 🔒 Limit Admin role — Only 2-3 admins per org 🔒 Enable 2FA — (Coming soon) ---

What's Next?

• Understand roles & permissions 🟢
• Set up collaboration workflows 🟡
• View team activity logs 🟡
• Configure team settings 🟡