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Managing Team Members

Add team members, assign roles, and manage permissions to collaborate effectively on your marketing.

Kling TeamOctober 30, 20245 min read
Managing Team Members
Collaborate seamlessly with your marketing team

Great marketing is a team effort. Kling makes it easy to invite colleagues, assign appropriate access levels, and collaborate on campaigns and flows. Here's everything you need to know about managing your team.

Understanding Roles

Kling uses a role-based permission system with three levels:

Admin

Full access to everything:

  • Manage billing and subscription
  • Add/remove team members
  • Access all settings
  • View/edit all campaigns and flows

Manager

Full marketing access:

  • Create and edit campaigns
  • Build and manage flows
  • Access customer data
  • Cannot manage billing or team

Staff

Limited operational access:

  • View campaigns and analytics
  • Access customer search
  • Cannot create or edit content
  • Ideal for support teams

Least Privilege

Assign the minimum role needed for each person's job. This protects your data and prevents accidental changes.

Adding Team Members

1

Navigate to Team Settings

Go to Settings > Team to see your current members and add new ones.

2

Send an Invitation

Click Invite Member and enter: - Email address - Role to assign - Optional: Personal message

3

Member Accepts

The invitee receives an email with a link to create their account and join your organization.

Team invitation interface
Invite team members with just their email address

Invitation Expiration

Invitations expire after 7 days. Resend from the Team settings if needed.

Changing Member Roles

To update a team member's access:

  1. Go to Settings > Team
  2. Find the member in the list
  3. Click the role dropdown
  4. Select the new role
  5. Confirm the change

Changes take effect immediately. The member sees their new access on their next page load.

Downgrading Admins

You must have at least one Admin. You cannot downgrade yourself if you're the only Admin.

Removing Team Members

When someone leaves or no longer needs access:

  1. Navigate to Settings > Team
  2. Find the member to remove
  3. Click Remove (trash icon)
  4. Confirm removal

What Happens When You Remove Someone

  • Immediate: Access revoked
  • Content: Their created content remains
  • Audit: Activity logs preserved
  • Recovery: Can be re-invited anytime
Team management dashboard
Manage your entire team from one dashboard

Team Limits by Plan

Your plan determines how many team members you can have:

| Plan | Team Members | | ---------- | ------------ | | Starter | 2 | | Growth | 5 | | Pro | Unlimited | | Enterprise | Unlimited |

Need more seats? Upgrade your plan.

Activity Tracking

Monitor what your team is doing:

Audit Log

Available at Settings > Audit Log:

  • All significant actions logged
  • Who did what, when
  • Filter by member, action type, date

Campaign History

Each campaign shows:

  • Created by
  • Last modified by
  • Change history

This transparency helps teams coordinate and troubleshoot.

Best Practices

For Small Teams (2-3 people)

  • All Admins is often fine
  • Trust and communication over rigid roles
  • Everyone can cover for each other

For Medium Teams (4-10 people)

  • One or two Admins for oversight
  • Managers for marketing team
  • Staff for support/operations

For Large Teams (10+)

  • Limit Admins strictly
  • Consider separate organizations for different brands
  • Document role assignments

Large teams should consider Kling Cloud Pro or Enterprise for unlimited team members and enhanced audit capabilities.

Organization Switching

Team members can belong to multiple organizations:

  • Use the org switcher in the header
  • Each org has separate permissions
  • Great for agencies or multi-brand companies

Pending Invitations

Track outstanding invitations:

  1. Go to Settings > Team
  2. Click Pending tab
  3. See all sent invitations
  4. Resend or revoke as needed

Common Questions

Can members be in multiple organizations?

Yes. They use the org switcher to move between them.

Can I transfer ownership?

Yes. Make someone else Admin, then they can manage the organization.

What if someone loses access to their email?

Have an Admin remove their old account and send a new invite to their current email.

Do removed members count against my limit?

No. Only active members count toward your plan's team limit.

Security Recommendations

Protect your account with these practices:

  • Enable 2FA: Require two-factor authentication for all team members
  • Regular audits: Review team list quarterly
  • Prompt removal: Remove access immediately when someone leaves
  • Role review: Periodically verify role assignments are appropriate

Next Steps

A well-managed team is a productive team. Set up roles correctly and focus on creating great marketing!

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