Team Management
Easily manage all team members using Kendo’s team management controls.
You can add team members anytime (Pro & Enterprise plans only).
Step 1 — Open Team Settings from the menu → Click Members tab → Choose Add Member from the top right
Step 2 — Enter Member Details
For each new member, add:
Full name
Email address
Role: Admin, Member, or Viewer
Tip: You can add multiple team members at once by selecting Add another member.
Step 3 — Review Billing Notes
Seats for Admin and Member roles are paid.
Before finalizing:
Review seat pricing
Check the proration notice
Confirm your plan has available seats
Tip: Viewer seats are free & unlimited — great for QA, supervisors, and leadership.
Step 4 — Finalize the Add Member Action
Once ready:
Click Purchase Seat
Enter payment details (if needed)
New members are added automatically
Recommendations from the Kendo Team
Keep Admin count low to avoid confusion
Add all core users at once to minimize proration issues
Review your team list monthly for accuracy
Understanding Roles & Permissions
Control access across your organization with clarity and security. Kendo provides three permission levels to ensure your workspace stays organized and secure.
Administrator
The highest-level permission.
Admins can:
Manage billing
Add/remove members
Edit roles
Create, edit, or delete agents
Configure training materials
Change workspace settings
View ALL calls & sessions
Tip: Executive leadership, sales enablement managers, or RevOps.
Member
Your primary user role.
Members can:
Create/edit prospects
Run AI roleplays
Upload calls for scoring
Access LMS content
Review their own sessions
Participate in training
Members cannot:
Access billing
Change team settings
Edit or remove other users
Great for: SDRs, BDRs, Closers, AEs, Sales Trainers.
Viewer (Free & Unlimited)
Read-only access for visibility and oversight.
Viewers can:
View calls & performance
Access reports
Read transcripts & summaries
Viewers cannot:
Edit content
Start training
Create prospects
Change settings
Perfect for: QA, supervisors, and sales leaders who need visibility.
Changing a User’s Role
Go to Team Settings
Select Member tab
Locate the Member
Change role from the dropdown
Click save changes
Removing or Deactivating Team Members
Go to Team Settings
Select Member tab
Locate the Member
Click the 3 dots beside manage access
Click Remove
Go to Team Settings
Select Member tab
Locate the Member
Change role from the dropdown
Click save changes
Remove user:
Lose access immediately
Free up paid seats if removed mid-cycle
Generate proration credits automatically
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