Team Management & Collaboration

Manage your team efficiently using Konektor workspace collaboration features. Set up role-based access control to ensure data security and team productivity.

User Roles

Konektor has 3 standard access levels to maintain your workspace security:

1. Owner

Has full access to all features and settings, including:

• ✅ Billing & Payment Management.
• ✅ Deleting Workspace.
• ✅ Managing all users (Invite/Kick).
• ✅ Full access to Leads & Integrations data.

2. Admin

Suitable for team managers or supervisors.

• ✅ Full access to Leads & Integrations data.
• ✅ Can invite other members (Admin/Editor).
• ❌ Cannot access billing or delete workspace.

3. Editor (Staff)

Suitable for operational staff or CS.

• ✅ View and manage Leads (Update status).
• ❌ Cannot change crucial integration settings.
• ❌ Cannot invite other users.

Inviting Team Members

1. Go to Settings > Team.
2. Click Invite Member button.
3. Enter the email address of the team member to invite.
4. Select appropriate Role (Admin/Editor).
5. Click Send Invitation.

The member will receive an invitation email containing an account activation link.

Account Security

The same account security controls are available to workspace Owner, Admin, Staff, and Viewer roles. Each role opens the Profile page to manage its own account settings.

Two-Factor Authentication (2FA)

Enable 2FA from the Account security section on your Profile page. Complete reauthentication, scan the QR code with an authenticator app, then enter the six-digit code to confirm enrollment.

Save the recovery codes when they appear. Each code works once, and regenerating codes invalidates the previous set.

Per-Account Session Timeout

Each member selects a per-account session timeout of 1, 7, or 30 days. Platform security settings do not override this account choice.

Activity Logs

Workspace owners can view important activity logs (such as lead data exports or integration configuration changes) via the Activity Log menu (Enterprise Feature).

Next Steps

• View Subscription Plans
• Security Settings