Adding team members

How to invite and add new team members to your Katana account.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Invite other team members to your account to gain more value from Katana and for your whole business.

Invite full-access users to Katana's main MRP application or add Operators to the Shop Floor App. Read more about Team member roles.

Adding team members

Note: Only the account Owner and User with Manage users and permissions can add team members to an account.

  1. Log in to your Katana account using the account Owner's credentials.

  2. Click on your account name in the top right corner and select Team from the drop-down menu.

  3. A list showing other team members (if any have been added) will open.

    The list is split into three sections: All, Users, and Operators.

    Users have full or customized access to Katana functionalities and data, while Operators only have access to the Shop Floor App.

  4. Click on Add a new team member.

  5. Choose to add either a User or an Operator.

Adding Users:

Add a team member's email address to send an invite link.

If there's already an existing Katana account connected to the email address, you won't be able to invite the user to your account, as only one Katana account can be associated with an email address. Contact us via chat or at [email protected] with any questions or requests.

Default or custom access can be given to an invited User. Read more about user permissions.

Once invited, a team member's status will show as Pending until they've accepted the invitation and signed up to Katana. If you're unsure if a team member received the invite email, click Resend to send another invitation. If a team member reports that they are not receiving the invite email, you can copy the invitation link by clicking Copy link and send it to them via another method of communication.

Adding Operators:

Enter the name of the Operator and create a 6-digit login code. Read more about adding Operators.

When adding a User or Operator, the number of team members on your subscription plan will increase, as will the billing amount (Users with a Pending status won't affect billing). Check our Pricing page for more details or read more about billing principles for team members.

Note: You won't be charged for additional team members during the trial period.

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