Adding team members

Invite and onboard new employees.

Overview

Invite team members to your Katura admin. Each person gets their own login, role-based access, and activity tracking.

Inviting a team member

  1. Go to Employees in your admin sidebar
  2. Click Add Employee
  3. Enter their name, email, and phone number
  4. Select their role (Employee, Manager, or Owner)
  5. Set compensation details: salary, hourly rate, or commission rate
  6. Assign a department and manager
  7. Click Save β€” they'll receive an invitation email

Onboarding

The invitation email includes a link to set up their password and log in. Once they accept, they appear in your team list and can start working immediately.

Note

The number of team members you can invite depends on your plan. See Pricing Plans for details.

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Adding Team Members β€” Invite & Onboard Employees | KATURA