Through Katana, you can collaborate with your team to drive the business forward. You can invite other team members to your account to get more value from Katana for your whole business.

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

Adding team members

Note: Only the account Owner 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 added) will open.

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

    Users have full access to the Katana MRP site, while Operators have access to the Shop Floor App.

  4. Click on Add a new team member.

  5. Select whether you want to add a User or Operator.

Adding Users:

Add a team member's email address to invite them to your account. A link will be sent to that address where your teammate can create a Katana account.

If there's an existing Katana account connected to the email address you entered, you will receive a message informing you and won't be able to invite the user to your account. Only one Katana account can be associated with any email address. Contact us via chat or at [email protected] with any questions or requests.

Once invited, you will see the team member status as Pending until they've accepted the invitation and signed up to Katana. If you're unsure if the team member received the invite email, click Resend to send another invitation.

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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