Managing your teams

Teams group contacts under shared permissions for your Kiravo client account, services, and domains. Create a local team to manage its members yourself, or use Invite Team to grant access to a team managed by someone else.

Client-area teams are separate from website access in the hosting control panel.

Open Manage contacts in the sidebar and click the Teams tab.

The teams list

The Teams tab lists your local and invited teams, with these columns:

• Name: the team’s name.
• Status: the team’s current status, such as Active.
• Type: Local identifies a team managed in your account.
• Description: the optional note you added when creating it.

Before you create any teams, the list shows “Nothing to display.” Two buttons sit at the top right: Add new team and Invite Team.

Create a team

1. On the Teams tab, click Add new team.
2. Enter a Name and an optional Description.
3. Under Contacts, select one or more of your existing contacts to add as members.
4. Set the team’s permissions.
5. Click Save Changes.

Invite a remote team

Ask the team owner for their team’s Invite Code. Enter that code in Invite Team and choose what the team may access in your account. You do not create a new code on this form.

1. On the Teams tab, click Invite Team.
2. Enter a Name and an optional Description.
3. Paste the Invite Code supplied by the team owner.
4. Tick Allow notifications to remote team members if you want invited members to receive notifications.
5. Set the team’s permissions.
6. Click Save Changes.

Return to Teams after saving and check the new entry. If Kiravo rejects the invite code, ask the team owner to confirm it before retrying.

Edit a team

Each team row has a three-dot menu with Edit Team and Delete; you can also click a team’s name to open it.

On the details page (labeled “Local Teams Details” for teams you created) you can change the Name, set the Status to active or inactive, edit the Description, and add or remove Contacts, which appear as removable chips. The page also shows the team’s Invite Code with a copy button. Another Kiravo account owner can use this code in their Invite Team form. Review membership before sharing it, since you manage the local team’s members.

Review the permissions, then click Save Changes. Reload the details page to confirm your edits.

Delete a team

Open the team’s three-dot menu and choose Delete to permanently remove it.

Caution

Deleting a team can’t be undone. To pause a team’s access instead, edit it and set its Status to inactive.