Inviting Team Members

Team members are available on the Team plan (unlimited users).

How to invite

1. Go to Settings → Members
2. Enter the person’s email address
3. Select their role: Admin or Member
4. Click Send Invite

The invitee receives an email with a link to create their account and join your workspace.

What happens when they accept

When the invited person clicks the link:

1. They’re taken to a simplified registration page (no workspace name needed)
2. They set their name and password
3. They’re automatically added to your team with the assigned role
4. They land on the shared dashboard with access to all your clients, projects, and data

Pending invites

After sending an invite, the member is listed with an “Invited” badge that shows how long ago the invite was sent. You can:

• Resend to re-send the invite email immediately. This resets the auto-reminder so the next 24-hour reminder will fire on its own.
• Rescind (the X button) to cancel a pending invite before it’s accepted. The invitee can no longer use the link.

Once a member accepts, the badge disappears and the row switches to a normal member with role-management and a Remove button.

Auto-reminders

Kiaro automatically sends one reminder email 24 hours after the original invite if the invitee hasn’t accepted yet. Only one auto-reminder is sent per invite, so we never spam. If the invite is still ignored, use the manual Resend button to send a fresh attempt; the auto-reminder window then resets and a new reminder will fire 24 hours later if needed.

Role selection

Only Admin and Member can be assigned when sending an invite. The Owner role is assigned automatically to the person who creates the workspace and cannot be selected during invites.

Choose the role carefully, it determines what the person can access:

• Admin, Full data access plus settings management (team, portal, invoice settings, goals)
• Member, Full data access (clients, projects, tasks, invoices) but no settings access

See Role Permissions for the complete breakdown.