Invite your team
Invite colleagues, choose their role, and see how many seats your plan includes.
Invite the people who will answer your customers. They get an email with a link, choose a password and are in right away. Only administrators can invite people.
Send an invitation
Click Opsætning ("Setup") at the bottom of the menu on the left, and choose Team. You can also click your business name at the top of the menu and choose Invitér kolleger ("Invite colleagues").
Press Invitér kolleger ("Invite colleagues") on the Personer ("People") tab.
Enter the email address and, if you like, the name. Press Tilføj en til ("Add another") to invite several people at once.
Choose a Rolle ("Role"): Medarbejder ("Team member"), Administrator or one of your own roles from the Roller ("Roles") tab. If you like, you can also put the person in one or more Grupper ("Groups").
Press Send invitation. The person now appears on the list as Inviteret ("Invited").
Roles
- Administrator can invite people, manage groups and change the business settings, and sees the Opsætning ("Setup") menu item.
- Medarbejder ("Team member") sees and answers enquiries in the categories their groups have access to.
- Egne roller ("Your own roles") are made on the Roller ("Roles") tab if you want to give someone more or less access.
You can change a person's role later on Team. The business must always have at least one active administrator.
Seats per plan
How many users you can have depends on your plan. See pricing. An invitation that hasn't been used yet takes up a seat. Deactivated people don't. If all seats are taken, you'll see Alle … pladser er brugt ("All … seats are taken") with a link to upgrade.
What the person you invite sees
The person gets an email with a link. The link opens the page Velkommen ombord ("Welcome aboard"), which shows who invited them and to which business. They choose a password of at least 8 characters and they're in.
If the person already has a Kaneo account (for example in another business), they're added right away. They switch to your business from their profile menu. See Workspaces.
The invitation link works for 24 hours. If it has expired, you'll see Linket er udløbet, send igen ("The link has expired, send again") next to the person on Team. Press Send igen ("Send again") and they'll get a new link.