How to invite a team member
Add someone to your Kaliun workspace so they can start managing contacts, proposals, and projects.
Growing your team? Get them into Kaliun in under a minute.
Open the Team Members page
Go to Settings → Team Members. You'll see a list of everyone currently in your workspace.
Click "Invite"
The invite dialog opens. Enter their email address, first name, and last name.
Pick a role
Choose the role that controls what they can see and do. Common options include Admin (full access), Member (standard access), or any custom role you've created.
Send the invite
Click Send Invite. They'll get an email with a link to create their account and join your workspace.
What happens next
- The invite email arrives within a minute. The link is valid for 7 days.
- If they don't see it, check spam — or click Resend from the Team Members page.
- Once they accept, they appear in your team list with their assigned role and can start using Kaliun immediately.
- They'll be prompted to set up their profile (name, avatar, notification preferences) on first login.
Roles control what each team member can see, edit, and delete. If you need fine-grained control (e.g., an estimator who can create proposals but can't see project financials), check out How to create a custom role.