Users & teams

Everything in KManagement revolves around people and how they are grouped. Admins and Managers manage this under Team in the sidebar.

Inviting people

You add someone by sending an email invitation. They click the link, set their own password, and are active straight away — no separate verification email. Until they accept, their invitation shows as pending. Managers can invite people as members onto teams they manage; admins can invite at any level up to their own.

People in more than one company

One email address is one person, and that person can belong to several companies — for example a group’s sister companies, or an outside accountant who serves several clients. You can invite someone who already uses KManagement in another company: the invitation page asks them to sign in with that address and join, instead of choosing a password. Their role, teams and titles are separate in each company.

Someone with two or more companies sees a company switcher in the top bar. Picking another company reloads the app in that company: what you see, what you can do and the payroll lock all belong to the company you are in, and other open tabs follow. Suspending a person in your company only affects your company; they keep access to their other ones.

Importing many people from a spreadsheet

To invite a whole team at once, open Team → People and choose Import from file. Upload a CSV (saved as CSV UTF-8) or Excel file with one person per row and these columns: email, name, role (the key of one of your roles: admin, manager, member, or a custom role's key; you can only grant a role whose permissions you hold yourself), and optionally team and title (matched by name to a team or title you already have). Up to 500 people per file.

1. Match columns. We guess which column of your file is which; change any guess that is wrong.
2. Check the file.Every row is checked before anything happens: bad email addresses, an address that appears twice, someone who is already a member here or has a pending invitation, a team or title that doesn’t exist, a role you aren’t allowed to grant. Problems are listed by row and column.
3. Invite.Only a file with no problems can be imported, and it is all or nothing — if anything goes wrong during the import, nobody is invited. The invitation emails are sent once the import is saved.

If you fix your file, upload it again; if the people list changed in the meantime (someone was invited by hand), the check runs again right before importing and tells you.

Roles

Each person has one company role — Admin, Manager, or Member — which controls what they can do (see Roles & permissions). Admins can change roles and suspend or reactivate people in this company, within these safety rules:

• No one can grant a role higher than their own.
• You cannot change your own role or suspend yourself.
• The last active admin cannot be removed.

Teams

A teamis a named group of people. Within a team, each person is either the team’s manager (who evaluates the team’s cycles) or a member. Teams are what you assign frameworks to and what managers see on their dashboard.

Titles

A title is a job position such as Junior, Middle, or Senior. Titles are useful because you can:

• Assign a framework to everyone with a given title at once.
• Set preset targets and bonus amounts per title, so cycles start pre-filled.

Only admins manage the list of titles; both admins and managers can assign a title to a person (managers only for people on teams they manage).