Additional Users - Adding & Removing Users, Role Changes, User Permissions

Once you are a subscribing Kahi client, the account owner (business owner/individual who has registered the account, and is responsible for the overall maintenance of the account) can add additional users to the account.

Additional users are assigned a role. Each role has different permissions (see below) pertaining to the use of the platform.

To create additional users:

• Login to your Kahi account
• Click on the 'Settings' (gear icon) in the lower-left corner; select "Organization"
  • From the Organization page, click on the "Users" button; a green "New User" button will appear on the right hand side of the page.
  • Select the user type from the drop-down menu (see permissions in grid below):
    • Manager (personnel/staff who require access to all facets of the account, similar to that of the owner; exception: no access to API keys)
    • Technical (personnel/staff who require access to more technical parts of the account, ideal for those in IT/tech roles within your company)
    • Location Manager (personnel/staff who likely work in the field, and require access to daily operational components of the platform, but do not require access to administrative components)
    • Member (personnel/staff or temporary employees who need limited access to the operational components of the platform)
  • Add the new user's name and email address 
  • Select the locations you wish to grant access to (for those with more than 1 location available)
  • Submit - a new user has been added!

If an error is made with the email address for an invited user, DELETE the user completely and add them again, rather than editing the email. If you need assistance with deleting an account, contact support@kahi.io

To Change User Role or to Remove Users from your Kahi Account:

• From the "Organization" page, find the user you wish to remove
• As you hover over their name, an "Edit" and "trash can" button will appear at the end of their row. 
  • Click on Edit if you wish to update the user's role type; update and click submit at the bottom to save changes.
  • Click on the trash can if you wish to delete the user, and select "yes" to confirm deletion.