Each person using Krak Stack has their own account and a role that defines what they see and can do. By default, only administrators invite users and set rights.
Steps
- Open Users in the left menu (or from your avatar), then click New user.
- Fill in First name, Last name, Email, optionally Phone, and choose the Role.
- Save. The person receives an email to choose their password.
- To adjust rights, open Settings > Roles and permissions and click Access next to the user.
- In the Access for… window, change the Role or tick and untick boxes in the Modules, Sensitive actions and Business actions sections.
- To undo your adjustments, click Reset all to role defaults.
Good to know
- Administrator: full access, including settings, maintenance and billing.
- Sales: sells and creates deals, releases and invoices. Sees margins and aggregates.
- Operation: handles pickups, drop-offs, releases and returns. Creates deals. Does not see financial aggregates.
- Finance: handles invoices, reminders and invoicing from a deal. Does not create deals, reconcile banks or mark an invoice as paid.
- Custom: first choose a Role to copy, then adjust each box for this account.
- Each module has three levels: View, Manage and, for some, See amounts. A framed box differs from the role default.
- The company must always keep at least one Administrator.
- You cannot give an access you do not have, nor remove your own access to the Roles and permissions page.
- Your plan includes a number of users. Once the limit is reached, the invitation is refused: add extra users or remove an account.
Frequently asked questions
My colleague did not receive the invitation email.
Check the address entered and their spam folder. They can also use "Forgot password?" on the sign-in page with that address.
How do I remove access for someone leaving the company?
In Users, open the row menu and choose Remove from company. The account loses access to your workspace. It is deactivated if it belongs to no other company.
Why can I not edit a user's name or email?
This account also belongs to another company. Its name and email cannot be edited from your workspace.
Where do I change the role of an existing user?
In Roles and permissions, Access button. The user's page shows the role read-only with a link to that screen.
Does a removed user free a seat in my plan?
Yes. The user count includes the accounts currently attached to your company.
Can a sales user be kept from seeing invoice amounts?
Yes. Switch them to Custom and untick See invoice amounts.