Add team members to your Katana account to enhance collaboration and streamline operations. This guide will walk you through the process, whether you're inviting users with full access or operators for the Shop Floor or Warehouse apps.
Who can add team members?
Only the Account Owner or users with the Manage users and permissions privilege can add new team members.
Steps to add a team member
Log in to your Katana account.
Click on your account name in the top-right corner.
Select Team from the dropdown menu.
Click on Add a new team member.
Choose to add either a User or an Operator (Shop floor or Warehouse).
Adding users
Users have access to the main Katana interface and can be assigned default or custom permissions.
Enter the email address of the person you wish to invite.
Assign appropriate permissions (default or custom).
Click Send Invite.
Note:
An email address can only be associated with one Katana account.
If the invitee doesn't receive the email, you can:
Click Resend to send another invitation.
Click Copy link to manually share the invitation link.
Adding operators
Operators have access only to the Shop Floor or Warehouse Apps and do not require an email address. Enter the name of the operator.
Create a unique 6-digit login code (numbers only).
Click Add.
Note:
Operators use their login code and a QR code to access their respective apps.
You can find and manage these codes in the Team section.
Managing team members
To view all team members, navigate to the Team section.
Team members are categorized under:
All
Users
Operators
For more details on roles and permissions, refer to the team member roles article.
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