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Teams and access

Open in Kareenos

Teams decide what each person sees and does, which agents they get in their Inbox, and what they can start themselves.

On this page

A Team is a group of people in your business (Sales, Operations, Drivers) that also carries everything those people are allowed to see and do. Teams are the whole access model: there is no second place to grant permissions.

Where to find it

Teams is the last row of level 1, under the line, with Users beneath it. Press Open in Kareenos above. It is for administrators; if you cannot see it, ask whoever manages your account. Teams & Access in the account menu shows what you yourself can reach.

The Teams page: Teams open in the sidebar with Users beneath it, the Teams, Invitations and Settings tabs, the team list with its type, member, project and agent counts, and the Types & Levels, Add User and Add Team buttons

What a Team carries

Each Team holds four things beyond its member list:

  • The Projects its members can open, and the agents inside them.
  • The agents that appear in each member's sidebar and Inbox.
  • The menu of Actions members can start themselves.
  • How far members can go: view only, edit, or administer.

Step by step: creating a Team and adding people

  1. Open Teams and press Add Team.

  2. On the Details tab give it a Team Name, a Team Type and a short description.

    The Add Team dialog with its Details, Members, Module Access, Projects, Agents and Action Menu tabs, and the Team Name, Team Type and Description fields

  3. On Module Access, set how far members can go in each area of the platform: view, edit or administer.

  4. On Projects and Agents, assign a whole Project and every agent inside it (including agents added later), or pick individual agents. Each assigned agent appears under AI Agents in that member's sidebar and opens in their Inbox, and you control the order.

  5. On Members, add users who already exist on your account. To bring in someone new, press Add User on the Teams tab, or invite them by email from the Invitations tab; the invited person receives a link, sets a name and password, and lands already inside the Teams you chose.

  6. On Action Menu, choose which Actions the Team may start on its own, grouped into sections with a title and a one-line description. This is what fills the action menu your people see in their Inbox. Press Save.

Users

Users, beneath Teams in the sidebar, lists everyone on your account with the Teams they belong to, which is what actually decides what they can see. Add New User adds someone directly; deactivate anyone who leaves from the same list.

The Users page with the Add New User button and the user table with full name, mobile number, email, teams and profile columns

Belonging to more than one Team

Someone in several Teams gets the sum of all of them: the widest access level, and every Project and agent from any of them combined.

Careful

A person in no Team sees nothing. They can sign in, but no screens, agents or actions appear. This is the most common reason a new user reports an empty app: add them to a Team.

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