Create a member's access without an email address
A workshop member often has no email address. You enter their first and last name, KALEA creates their access and gives you their login and password.
Step 1 : Open the add-member window
Open “My account”, “Team management” section, then click “Add”.
Step 2 : Enter their identity
In “Add a direct member”, fill in “First name” and “Last name”. The surname is written in capitals on the record. The “Trade (optional)” field is just a label, for example “Workshop manager”: it changes no access level.
Step 3 : Choose what they can do
In “What they can do in the app”, choose the level: for example management or data-entry. A help text under the list reminds you what each level allows.
Step 4 : Create the member
Click “Create the member”. The access is shown: the “Login ID” and the password, hidden. Click “Show” to read it, or “Copy the login and password” to paste them into a message.
Step 5 : Hand the access to the person
Write them down right away: the password will not be shown again. The person types their login, without an at sign, in the sign-in field, with the password.
Good to know
- KALEA does not keep the password: nobody can read it again. If it is lost, generate a new one: see change the access level, give a new password or remove a member.
- Reserved for the Administrator and Director. If your plan limits the number of users, KALEA says so when the team is full: see the plans page.
- Any refusal from the server (team full, expired session…) is shown as is at the top of the “Team management” section.
A question?
Can't find the answer? In the app, open “Help & support” and write to us: the team replies in the same screen. You can also email support@kalea.pro.