Managing Members

Add team members and control who has access to your Akol dashboard.

Inviting Members

1. Go to Dashboard > Team
2. Click Invite Member
3. Enter the person’s email address
4. Select a role (Owner, Admin, Member, or Viewer)
5. Click Send Invite

The person receives an email invitation. Once they accept, they’ll appear in your team members list.

Member List

Your team page shows all members with:

• Name and email
• Role — Owner, Admin, Member, or Viewer
• Status — Active or Pending (invitation sent but not yet accepted)
• Joined date

Changing a Member’s Role

1. Find the member in the list
2. Click the role dropdown
3. Select a new role
4. Confirm the change

See Roles & Permissions for what each role can do.

Removing a Member

1. Find the member in the list
2. Click Remove
3. Confirm the removal

The person immediately loses access to the team’s businesses, agents, calls, and other data.

Tips

1. Start with the right role — Give the minimum access needed. You can always upgrade later
2. Use Viewer for stakeholders — Clients or managers who need to see reports but shouldn’t change settings
3. Enable 2FA requirement — In team settings, require all members to use two-factor authentication for better security
4. Review members regularly — Remove people who no longer need access