Team management

This guide explains how to manage team members in your Kapa account, including adding new users, assigning roles, and removing users.

Managing your team

Use the team page on the Kapa platform to manage all users in your Kapa team. To access the team page:

1. Open the Kapa platform
2. Click your user avatar to open the profile menu.
3. Select Team Members from the dropdown.

Only users with the Owner role can manage team members.

Add a new user

1. Go to the team page on the Kapa platform
2. Click the Invite button to open the new user dialog
3. Enter the email address of the user you want to add
4. Click Send invite to invite the user

The system sends an email invitation to the specified address. The user must accept the invite by following the link in the email to join your Kapa team.

note

New users are created without access to your projects. You must manually assign the relevant project permissions.

Automatic user provisioning

Organizations with Single Sign-On (SSO) authentication can optionally enable automatic user provisioning to their Kapa team. When enabled, Kapa accounts are automatically provisioned users who sign in to the Kapa platform or Internal Assistant using email addresses associated with your business domain.

To have this feature enabled for your team, reach out to the Kapa team.

Change user roles

To change a user's role within the team:

1. Go to the team page on the Kapa platform
2. Locate the user in the list
3. Click the Manage Access button.
4. Use the role dropdown to select either Owner or Member

Note that changing roles affects global team permissions but not project-specific permissions. See role-based permissions for more details.

Delete a user

To remove a user from your team:

1. Go to the team page on the Kapa platform
2. Locate the user in the list
3. Click the Delete button
4. Confirm the deletion when prompted

When you delete a user, they immediately lose access to all projects in your team.