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

Two-Factor Authentication (2FA)

We highly recommend all team members, especially Owners and Admins, to enable 2FA for extra security.

• Enable in Profile Settings > Security.
• Use standard authenticator apps (Google Authenticator / Authy).

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