Team member roles let you control which areas of your Kartra account other users can access.
You can create different roles based on your team's responsibilities. For example, a customer support agent may need access to Helpdesks and Contacts, while a designer may only need access to Pages and Media.
Team member profiles are available on supported Kartra subscription plans, including Starter, Growth, Professional, and Enterprise.
Create a team member role
Click your Profile avatar in the top-right corner of your Kartra account.
Select Team members.
Open the Member roles tab.
Click Add Role in the bottom-right corner.
In the Role access screen, select the account areas the role should have access to:
Checked: Allows the team member to access that area.
Unchecked: Prevents the team member from accessing that area.
Click Create to save the role.
Once created, you can assign the role to a new team member or update an existing team member's assigned role.
See Add and manage team members for instructions.
Edit an existing role
Go to Team members from your account menu.
Open the Member roles tab.
Locate the role you want to update.
Click the pencil icon next to the role.
Select or deselect account areas to adjust the permissions.
Save your changes.
Understand team member permissions
Team member permissions are configured by account area, rather than by individual actions or specific records.
When you enable an account area for a role, team members receive full access to the available actions within that area, including viewing, editing, deleting, and downloading content where applicable.
Important: You cannot customize individual actions or restrict access to specific data within an enabled account area. For example, if you grant a team member access to Payments, you cannot allow them to view transactions while separately preventing them from issuing refunds. Only grant access to areas that the team member needs for their responsibilities.
What team members see
Team members see a modified version of the Kartra dashboard when they log in.
The main dashboard does not display the account owner's sales or other analytics.
Account menus remain visible even when the team member does not have permission to access their contents.
Attempting to open a restricted area displays an access-denied notification.
Areas included in the assigned role display the same content and available actions as they do for the account owner.
Test team member permissions
After creating or editing a role, test it to confirm the team member has the intended access. You can assign the role to a team member and use the Log in as a team member feature to view the account from their perspective.
This is particularly useful for roles that provide access to sensitive information or actions, such as customer records and payments.