Teams & Roles

Rooms belong to a team, and everyone in the team has a role. Signing up creates your own team, with you as its admin.

The Team Members panel, with an admin and a manager

Roles

Admins run the team. Managers run only the rooms they're given, and see nothing else in the team.

PermissionAdminManager
Run rooms from the ControllerAll roomsTheir rooms
Rename a roomYesTheir rooms
Create, duplicate and delete roomsYesNo
Archive and unarchive roomsYesNo
Set output passwordsYesNo
Create API keysYesNo
Invite and manage peopleYesNo
Change the planYesNo

Role changes apply at once. Someone who loses access has their open Controllers closed.

Invite someone

In Team Members, click Invite and choose a role:

  • Admin gets full team control.
  • Manager runs the rooms you tick.

You can add an email address to label the invite. You get a link to send. It works once and expires in 7 days. Kloksi doesn't send the invite for you.

To invite someone to one room, open that room's Managers… on the dashboard and click Invite a manager to this room.

The person opens the link and signs in or signs up, and the team appears in their account. If they're already in the team, the invite can raise a manager to admin or add rooms to a manager. It never lowers an admin.

How many members you can have depends on your plan.

Manage people

In Team Members, each person's menu has:

  • Make admin and Make manager
  • Remove from team, after a confirmation

Every team needs an admin, so you can't demote or remove the last one.

To choose who can run a room, use Managers… on the room's card.

More than one team

If you belong to several teams, your account menu lists them under Teams. It marks your current team, and shows Manager on teams where that's your role. Choose one to open its dashboard.

Team rooms have no Controller links. To run one, sign in as a team member.

Output links work as usual, so you can share the Viewer, Agenda and Moderator with people who aren't in your team.

Rooms without a team work the other way round: anyone with the Controller link has full control.