Member access levels
Members of your team can have three different access levels:
Admin: admin users can access and change Team settings. They can invite new members and manage member access and billing info
Collaborator: collaborators can access but cannot change Team settings. They can invite new members, but cannot remove access or manage billing info.
By default, all members can see and edit all records inside Klipy except private notes.
Email content is always private and members can only see summarized interactions.
Managing member access
Invite new team member
Team admins and collaborators can invite new members at any time.
Click on your team name on the top-left and choose Invite teammates from the dropdown.
Click Invite member.
Enter your teammate’s email address and click Invite
After you’ve sent an invite, you can check its status or revoke it by heading back to Members.
You can invite members up to the number of seats you have purchased, and if you try to send invites that exceed that number you’ll see the option to purchase more seats.
If you need to swap out one member for another, first remove the member who no longer needs access, then invite the new member.
Remove a team member
To remove a team member from your team:
Click on your team name on the top-left and choose Settings from the dropdown.
Select the Members tab.
Click the chevron bottom icon beside the member’s role and select Remove User.
When a team member is removed, if they had connected email account and Mailroom set up, they will automatically be suspended and new emails and meetings will no longer be synchronized into Klipy. Any records that were created by the removed member will remain in team’s shared space in Klipy.