Teams & Workspaces

Every Kadoa user gets a workspace. Self-service users get a Personal Workspace, while enterprise customers can create Team Workspaces for collaboration.

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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 - Invite and manage team members from a single dashboard
• Enterprise Security - Compliance features, audit logging, and access controls
• Organized Workflows - Use tags and variables to categorize your team’s workflows

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Getting Started

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Creating Your Team

When you upgrade to an Enterprise plan, Kadoa automatically creates your team:

• You become the initial team owner
• You can immediately invite team members
• Your usage limits are shared across all team members

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Team Workspace

Your team workspace 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
• Workspace API Key - Generate a dedicated API key from Settings > General

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Managing Your Team

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Adding Team Members

To invite a new team member:

1. Open Team Settings from the sidebar.
2. Click Add members.
3. Enter the email address of the person you want to invite.
4. Select their role (Member, Admin, or Compliance Officer).
5. Click Send invitation.

The following screenshots show the invitation flow: What happens next:

• If the person has a Kadoa account, they receive an invitation notification
• If they’re new to Kadoa, they receive an email to create an account and join your team
• You can resend or cancel invitations from the Team Settings page

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Managing Invitations

From the Team Settings page, you can:

• Resend invitations that may have been missed
• Cancel invitations that are no longer needed
• View invitation status to see who hasn’t joined yet

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Roles and Permissions

Each role has specific permissions designed to balance collaboration with security.

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Member

Best for: Team members who create and manage their own workflows 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

Limitations:

• Cannot manage team settings or members
• Cannot access compliance or audit features

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Admin & Owner

Best for: Team leads, project managers, and administrators Permissions (includes all Member permissions):

• Manage team members (add, remove, change roles)
• Delete or modify any team workflow
• Access team settings and configuration
• Manage team tags and variables
• View usage and billing information

Limitations:

• Limited compliance access (depends on organization setup)

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Compliance Officer

Best for: Compliance teams and auditors who need read-only access 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 Use cases:

• Regulatory compliance monitoring
• Security audits

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Advanced Features

Your team settings page provides additional collaboration features: Tags help organize and categorize workflows:

• Create custom tags for projects, departments, or campaigns
• Filter and search workflows by tags
• Use tags for reporting and analytics

Variables enable template-based workflows:

• Define reusable input variables for workflows
• Share variables across team workflows

Workspace API Keys enable programmatic access:

• Generate your API key from Settings > General (Admins and Owners only)
• API keys start with tk- and are tied to your workspace
• Actions via API key are attributed to your workspace’s service account, not individual members
• Your integrations keep working even when team members leave or change roles

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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