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How to Give Employees Access to the Company Profile

On Kleos, you can add users to your Company account. Depending on their role, they can edit company information, manage payouts and contractors, and give access to other users.

Inviting a User to the Company

1

Go to the profile

To view the list of users who have access, open Profile in the upper-right corner.

2

Inviting a user

In the Access level section, click “Add a user” and complete the form.

Access levels

  • Admin Edit company details, create invoices for top-ups, manage contractors and payouts, add admins, and configure access.

  • Manager (Soon) Create invoices for top-ups and manage contractors, without the ability to process payouts or add admins.

  • Viewer (Soon) View the list of contractors, payouts, and transaction history, without the rights to create or delete.

The Owner role is assigned automatically and cannot be edited.

Once the form is completed, click “Add”.

The user will receive a notification about the granted access at the specified email address.

How to Change a User’s Access or Status

1

Go to the profile

To view the list of users who have access, open Profile in the upper-right corner.

2

Select a user to update

Select the user you want to update, then click the three-dot menu next to their status.

3

Make changes

Update the user’s details or role status, then click “Change”.

You cannot edit the Owner role or change your own role.

Switching between accounts

If you are an administrator of multiple Companies, or if you also have a Contractor profile, you can switch between accounts.

Click the three-dot menu in the upper-right corner of the platform and select the account you want to use.

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