Learn about teammates and clients on the Kennected platform, how to manage them, and the benefits of the feature.
Follow the video tutorial or continue reading the knowledge base article.
How do I properly add teammates under my Kennected account? What is the benefit of using a team account?
If you have a group of people that will be running Kennected together, say for example a Sales Team, you are able to add them in as teammates under one admin account. You will have the ability to share Blacklists and Templates with your teammates.
- Go to the "Teammate" tab
- Click "Invite Teammate"
- Fill out the Invitation Form and click "Send Invitation"
As the Admin, you have the ability to change the role of a user on the account. You can set them as either a client or a teammate.
If you're looking to only add teammates, ignore this button.
This button will only apply if you have clients (NOT TEAMMATES).
If you were to use a Client account, they would get a login but they would only be able to see their Dashboard, Inbox and Prospect tabs. They wouldn't be able to manage their own Kennected account.
Teammates would actually possess fully functioning Kennected accounts. They can run their own sequences and leverage full use of the platform. The Admin's role is to manage the teammates, check their progress, and monitor activity.
What is the benefit of using a team account?
- Adding team members will allow Kennected to skip out on sending connection requests to individuals who have been previously reached out to by one of your teammates
- Templates can be shared among teammates
- Specific templates can be assigned to specific users
- As an Admin you will have access to all teammate accounts
If you would like to add teammates to your account, please contact your salesperson for additional seats. They will provide you with all of the information required to add a teammate and will book a call for the onboarding of your teammate.
Is there an extra fee?
Yes, there is an additional 1-time licensing fee and a monthly subscription per teammate.
Does my teammate get Onboarded?
Yes, your salesperson will book an onboarding call for your teammate with one of our Onboarding Specialists.
Note: All teammates should possess a Kennected License and a monthly subscription.