How do I add a new team member to our account?
Expanding your team's access to your Kinatico Compliance portal ensures seamless collaboration and shared oversight of your compliance activities. This guide shows you how to invite new team members and configure their access permissions.
What You'll Need:
- Admin access to your Kinatico Compliance portal
- Email address of the team member you want to invite
Time Required: 2 minutes
Instructions
Step 1: Navigate to Admin Management
- Go to Organisations > Admin Management on the main navigation bar
Step 2: Enter Team Member Details
- Locate the Invite Team Members section at the top of the page
- Input the new team member's email address in the designated field
Step 3: Configure Access Permissions
- To the right of the email field, select the appropriate level of access from the dropdown
- Choose from 3 default access roles (Read-only, Member, Admin) or create a custom Access Role if your needs require different permissions
Step 4: Send the Invitation
- Click Send Invites to email the invitation directly to the team member
Recommended Next Steps:
- Monitor pending invitations in the Pending Invites section
- Create custom Access Roles for specialized team responsibilities
Common Questions
Q: What happens after I send the invitation? A: The team member receives an email with instructions to set up their account. They'll need to accept the invitation and create their login credentials. You can track the status of all pending invitations in the Pending Invites section.
Q: Can I change a team member's access level after they've joined? A: Yes, you can modify access permissions at any time through Admin Management. Navigate to the active team members section and edit their assigned role. Changes take effect immediately.
Troubleshooting
Issue: Team member says they didn't receive the invitation email
Solution: Check that the email address was entered correctly and ask them to check their spam/junk folder. Resend the invitation if needed from the Pending Invites section. Prevention: Confirm email addresses before sending and advise recipients to whitelist your organisation's domain.
Issue: None of the default access roles fit my team member's needs
Solution: Create a custom Access Role by selecting the custom option during setup. You can configure specific permissions for activities, reporting, user management, and system settings.
Need Additional Help?
Still have questions? Our team has over 17 years of experience in people screening and verification. Contact us by selecting Support from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com
Last updated: June 2025 | Reviewed by: Product Team