Teams are currently only available for Enterprise customers. To upgrade,
get in touch with our sales team.
Key Benefits
- Shared Resources: Centralized usage tracking, workflows, and API keys across your organization
- Flexible Permissions: Role-based access control with Member, Admin, and Compliance Officer roles
- User Management: Easy-to-use user management tools
- Enterprise Security: Compliance features, audit logging, and access controls
- Organized Workflows: Use tags and variables to keep your team’s workflows organized
Getting Started
Creating Your Team
When you upgrade to an Enterprise plan, you’ll automatically get assigned to a team.- You’ll be designated as the initial team owner
- You can immediately start inviting team members
- Your usage limits will be shared across all team members
Team Workspace
Once your team is created, you’ll have access to a shared workspace that includes:- Shared Workflows: All team members can view and collaborate on workflows
- Centralized Usage Dashboard: Track your team’s usage across all workflows
- Team Settings: Manage members, permissions, and team configuration
- Shared API Keys: Use team-level API keys for integrations
Managing Your Team
Adding Team Members
Only Admins and Owners can add and remove team members.
- Navigate to Team Settings from the sidebar
- Click the “Add members” button
- Enter the email address of the person you want to invite
- Choose their initial role (Member, Admin, or Compliance Officer)
- Send the invitation
- If the person already has a Kadoa account, they’ll receive an invitation notification
- If they’re new to Kadoa, they’ll receive an email invitation to create an account and join your team
- Invitations can be resent or cancelled from the Team Settings page
Managing Invitations
Track and manage pending invitations in the Team Settings page:- Resend invitations that may have been missed
- Cancel invitations if they’re no longer needed
- View invitation status to see who hasn’t joined yet
Roles and Permissions
Understanding roles is crucial for maintaining security and workflow efficiency. Each role has specific permissions designed to balance collaboration with security.Member
Best for: Team members who need to create and manage their own workflows Core Permissions:- Create new workflows for the team
- Read and execute all team workflows
- Edit their own workflows
- Download data from team workflows
- Use team tags and variables
- Cannot manage team settings or members
- Cannot access compliance or audit features
Admin & Owner
Best for: Team leads, project managers, and primary administrator All Member permissions, plus:- Manage team members (add, remove, change roles)
- Delete or modify any team workflow
- Access team settings and configuration
- Manage team tags and variables
- View basic usage and billing information
- Limited compliance access (depending on organization setup)
Compliance Officer
Best for: Compliance teams and auditors who need read-only access Specialized Permissions:- Read-only access to all workflows and execution logs
- Access compliance reports and audit trails
- View team activity
- Cannot modify workflows, settings, or team configuration
- Regulatory compliance monitoring
- Security audits
Advanced Features
On your team settings page, you can find additional features to enhance team collaboration:
- Create custom tags for projects, departments, or campaigns
- Filter and search workflows by tags
- Use tags for reporting and analytics
- Define reusable input variables for workflows
- Share variables across team workflows
- All teams have a shared API key that can be used for integrations and applications
Switching Between Teams
If you’re a member of multiple teams:- Use the team switcher in the top navigation
- Your active team determines which workflows and settings you can access
- Personal workflows remain private across all teams
- Usage and billing are tracked separately for each team