KTeams can be used to give managers a way of adding and removing users from their organisation as team members come and go.

In the following example we will look at a program with Managers and Employees, participating within Dealers. We will add the option to our site for Managers to add and remove staff within the dealership.

Before getting started, it is important to understand the difference between KTeams and KCRM.

To get started, install the KTeam application.

1 Go to Website Manager, then Websites, and open the settings for the relevant website.

2 Click Find more apps.

3 Find and select the KTeam application.

4 Install KTeam in the website.

Once the application is installed, a new menu item will be available.

5 Go to Groups & users, then Team Groups.

6 Select the Settings tab.

7 On the Team type drop down, select the organisation type that represents the team, then click Save details.

In this example, our teams will be Dealers.

8 Under Team member roles, click Add/remove groups and select the groups that relate to the teams.

9 In this example, Dealers have Managers and Employees forming the teams.

10 On the Teams tab, the relevant organisations will be displayed.

Installing KTeam adds a Team page to the website, but access to the page needs to be configured for the relevant management group.

11 Go to Groups & Users, then Groups, and open the settings for the relevant group, e.g. Managers.

12 Click Add roles, and add the User Administrator role on Their own organisation.

Learn more about adding roles here.

13 The Team menu item should also be updated to only be visible to relevant users, e.g. Managers.

For a refresher on editing menu items, view the following tutorial:

Menu item management

Now we can view the site as a test user.

14 Log in as a user in the relevant management group, e.g. Managers.

15 Click on the Team menu item.

From here a manager can add or remove team members.

To add a team member, after clicking the Add member button, enter the team member's details including their team and role, i.e. Employee or Manager, and click Save.

The team member will be added to the store, and a profile for the user will be created in Kademi.