Team & roles
Invite teammates, set roles, and hand over clients when someone moves on.
- Invite a teammateAdmin onlyAdd someone to your workspace with the right role, once your plan is active and a seat is free.
- RolesWhat an Admin, a Manager, a Member and a Viewer can each see and do in KretaOS.
- Managers and My teamSet who reports to whom so a manager sees their team's Home, numbers and monthly report.
- Client collaboratorsSet a client's owner and add the teammates who also work it, so it shows up in their list and their digest.
- Who can see whatWhich records are shared with the whole team, which messages stay private, and how roles change what you see.
- Handover when someone leavesAdmin onlyHand everything a leaving teammate holds to a successor, then remove them, in one step that keeps history intact.
- Transfer clients to a teammateAdmin onlyMove some or all of a teammate's clients, with their open follow-ups and deals, when they change team.
- Your team list and team messagesAdd the people who work with you, with or without a login, so their WhatsApp and email become team messages with suggested tasks.