Invite your team to tkana

You can bring your whole team into tkana to work conversations, tickets, and bookings with you. Each member has their own login and a role that decides which pages they see and what they can change.

Note

You need the Owner role, or a role with permissions on Members, to invite and manage members.

Invite a new member

1. In Settings, open Members.

2. Click Invite Member.

3. Enter your colleague’s email and choose their role from Select role. The default role is Member.

4. Click Send Invitation.

Your colleague receives an email with an invitation link. When they open it, they sign in if they already have a tkana account, or create one, and join your workspace right away with the role you chose.

Tip

Ask your colleague to open the link from the same email the invitation arrived in. If they see a message that the invitation link is incomplete, send them a new invitation.

Track pending invitations

Invitations that have not been accepted yet appear in the members list as Pending, with the date they were sent. To cancel an invitation before it is accepted, click Revoke invitation and confirm.

Change a member’s role or remove them

From the members list:

• Edit role: pick a new role for the member and save. What they see in the portal changes immediately.
• Remove member: ends the member’s access to your workspace.

Caution

The last Owner on the account cannot be moved to another role. Add another owner first if you want to change your own role.

Members in more than one workspace

The same person can be a member of more than one business on tkana. With one workspace they go straight in; with several, they choose a workspace when they sign in. Owners also get an organization switcher in the top bar to move between them.

Next steps

• Control what your team can do with roles
• Share the work with your team and stay alerted
• Join a team you were invited to (share this with the people you invite)