How to Add a Team Member

Team management starts with proper role and access distribution. On the Kwiga platform, you can easily add new team members, set their permissions, and organize effective collaboration. In this article, you will learn how to do it.

Step 1: Go to Settings

Start by clicking on the profile icon in the upper right corner of the platform. Then, select Settings → All Settings → Team. This is where you will create and manage your team.

Step 2: Add a User

Go to the Users tab and click + (Add User). Then:

• Name

• Email (login)

• Phone number (not mandatory)

When adding a user, you can select an access group (e.g., full access) or create your group with partial access to the cabinet sections. You can add a user without a group and customize access later.

Once the user is added, they will receive an invitation email with a button to join your project.

How to Configure Access Groups for Users

In the Access Groups tab, create a group that defines which sections of the platform your colleagues will have access to.

Click + (Add Group), name the group (e.g., "Administrators," "Curators," or "Managers"), and use the checkboxes to set the access level.

One access group can be assigned to multiple users with the same functions.

Examples of Access Groups You Can Set Up

Imagine you are creating a team (access groups) for an online school:

• The administrator has full access to all sections of the platform. They manage courses, platform settings, and all system aspects.

• The curator can access products (view and manage) and the CRM. They review student assignments and monitor progress.

• The manager handles client interactions. Their access includes CRM, product editing, and offer creation, but they cannot delete critical data in the system.

• The senior curator can supervise other supervisors' work and analyze students' progress.

• The technical specialist has access to the settings of integrations and financial reports but cannot change content or other similar settings.

You can create as many access roles as needed for your project. Then, simply assign each user to the appropriate group. The number of groups is unlimited. For maximum flexibility in access settings, you can even create a separate access group for each team member.

How to grant and configure a user's access to a specific product

If you need to give an individual user access to a particular course, we recommend setting it up through the Courses → Team, Curators, and Student Groups menu.

Read more about adding a curator and configuring their access in a separate article.

Proper access setup will help optimize workflows, minimize risks, and improve team collaboration. Use the capabilities of the Kwiga platform to create a convenient and secure work environment for your entire team.