Entity User Roles

Different agency team members need access to different things in Kamana! Agency accounts have three different account user types available to each unique team member. The different user types have different permissions throughout the app. To learn how to Invite Agency Team Members by clicking here.

Account Owner

The Account Owner role is limited to one user. By default, the individual who creates the Agency Account will be listed as the Account Owner, however this is able to be changed. To be set as the Account Owner the user must have an Account Administrator role. The Account Owner has the following permissions:

Ability to invite and manage talent and agency users without limitation
Ability to edit Employer Preferences
The Account Owner will be made the Primary Contact for all talent signups that come through your unique Portal Link

Account Administrators

The Account Administrator role has the following permissions:

Ability to invite talent users without limitations
Ability to collaborate and manage talent users with the following limitation:
- Not able to delete or edit Employer Notes on talent profiles
Ability to manage agency users with the following limitation:
- Not able to edit Account Owner
Not able to edit employer preferences

Standard Users

The Standard User role has the following permissions:

Ability to invite talent users without limitations
Ability to collaborate and manage talent users with the following limitations:
- Not able to change Primary Contact
- Not able to delete or edit Employer Notes on talent profiles
- Not able to archive or delete a talent user unless the user is assigned as the Primary Contact
- Not able to edit or delete Employer Attachments on talent profiles that were uploaded by other agency team members
Not able to invite or manage agency team members
Not able to edit employer preferences

Editing an Employer Account User Role

User roles are initially established when inviting an agency team member to join Kamana. Changes to user roles are able to be made at anytime by an Account Owner or Account Administrator. The only role that an Account Administrator is unable to edit is that of the Account Owner.

Updating a User Role

Select Users from the Navigation Pane
Click the ellipsis icon to the right of the user that you wish to edit
Select Edit and update the user role accordingly
Select Save Changes

Changing Account Owner

Only one person from each agency is able to be established as the Account Owner. The current Account Owner is the only user that is able to make changes to this setting.

Select Preferences from the Navigation Pane
Scroll down to Account Settings
Click Edit(pencil icon)
Select a new Account Owner(Remember! Only Account Administrators will appear on this dropdown list)
Select Save Changes