Team

Team and roles

Invite teammates into your organization and manage what they can do.

By default an organization is just you. With team members, your teammates can collect, review, and manage testimonials alongside you, all in the same workspace.

Important

Inviting team members is a Pro feature. On the Free plan an organization has a single member: you.

Inviting a teammate#

1

Open the Team area

Find Team in the dashboard navigation.

2

Send an invitation

Enter the teammate's email address and send the invite. They receive an email with a secure invitation link.

3

They accept

The teammate opens the link and joins your organization. If they do not have a Kudoso account yet, they create one as part of accepting.

Members and pending invitations#

The Team page has two lists:

  • Members: people who have accepted and are active in the organization.
  • Pending invitations: invites that have been sent but not yet accepted.

Roles#

Members have roles that control what they can do. Roles let you bring in a teammate to review and approve testimonials without handing over billing or destructive controls. Assign each person the role that matches what they actually need.

Tip

Give people the narrowest role that lets them do their job. It is the simplest way to keep billing and account-level settings in trusted hands.

One workspace, shared data#

Everyone in an organization works on the same campaigns, contacts, and testimonials. An approval by one teammate is an approval for the whole organization. There is no separate copy of the data per person.

Next steps#