Khanal Group

K-CRM

Invite your sales team and choose roles in K-CRM

Everyone in K-CRM signs in with their own Khanal ID. Each person has one role in your organisation. K-CRM has no PIN field logins.

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What you need

  • The Organisation admin role
  • Each person's e-mail address
  • Free team member places on your plan

Know the roles

  1. Open the user menu → Team and read What each role can do.
  2. Give Organisation admin to people who manage everything, including team, plan and settings.
  3. Give Sales manager to people who see all leads and deals, assign them, import, merge, export, read reports and keep stages, products, web forms, templates and assignment rules.
  4. Give Sales executive to people who work only on the leads and deals they own or created.
  5. Give Viewer to people who only read leads, deals, quotations and reports.

Invite someone

  1. Open the user menu → Team.
  2. Under Invite someone, type the Email and choose the Role.
  3. Click Send invitation.
  4. Ask the person to open the e-mail, sign in with Khanal ID and click Accept invitation.
  5. To withdraw it, click Revoke under Pending invitations.

Change a role or suspend a member

  1. Open the user menu → Team.
  2. Next to the person, choose the new role or Suspended.
  3. Click Save.

Decide who gets new leads

  1. Open the user menu → Assignment rules.
  2. Add a rule by city, by product, or round robin for everyone else.
  3. Click Add rule. New leads follow these rules unless you pick an owner.

Good to know

  • Every active member counts towards your plan's team members. The Team page shows how many places you use.
  • Someone removed from your organisation in Khanal ID is suspended here too.
  • A sales manager can reassign a lead from the lead's page with Assign.

Common errors

"That person is already a member."

They are in the list already. Change their role there instead.

"You cannot change your own role."

Ask another organisation admin to change it.

"The organisation needs at least one active admin."

Make another person Organisation admin first, then change or suspend this one.

"Your plan allows 2 team members. Ask for a bigger plan on the Billing page to add more."

Your plan is full. Suspend someone who no longer needs access, or request a bigger plan on Plan & billing.

"This invitation is no longer valid"

The invitation expired or was revoked. Ask your admin to send a new one.

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Still stuck?

Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.