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Kin Overview: Users and Roles

By Alex Yohn
Jul 3, 2013

In Kin, you can add employees one at a time or import the team via Kin’s CSV import tool.

Once an employee is created you can populate their profile for them or let them fill in their own information (address, bank info, etc). Here’s a screenshot of the Manage Team page where you can add new users to your account:

Screenshot of the Manage Team page in Kin

Add a new employee, or import a bunch, via the Manage Team page.

If you add your employees individually, you’ll also need to invite them to Kin individually by clicking “Send Invite” at the top of each of their profiles (see below). Importing users via CSV automatically sends the invites out after creating their profiles in Kin.

Screenshot of 'invite user' screen.

Once an employee is in Kin, you need to explicitly invite them by clicking “Send Invite”.

Roles: Account Owners, HR Managers, HR Support Users, and Employees

There are also a few roles in Kin you should know about. There is a single Account Owner who has access to all employee data and billing/account settings. HR Managers (created by the Account Owner and subsequent HR Managers) have access to all employee data, but are explicitly assigned to employees to manage time-off requests, files, and other tasks. HR Support Users are really just employees who have an extra page for tasks. They have no access to employee data, except for their own. Employees are users who only have access to their own employee data, but can correspond with HR Managers and view other team pages, like bios, the calendar, and job descriptions. You can manage the roles of your users by clicking your name in the upper right corner of Kin, then selecting “Manage Account”.

Screenshot of Manage Account Roles

Give users HR Manager or Support roles on the Manage Account Roles page.

A tip from the Kin team

We suggest adding all of your employees to Kin, setting up your time-off policies and documents (and sharing them with those recently imported employees), and only THEN inviting your employees to sign in (via clicking “invite” on each of their profile pages). This saves them from getting a bunch of emails while you’re configuring Kin.

Here’s a few other feature overviews for you:

> Kin Overview: Onboarding
> Kin Overview: Time Off
> Kin Overview: Files

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    • Employee Data Management

      Customizable employee data, team directory and syncable calendar.

    • Employee Data Management

      Customizable employee data, team directory and syncable calendar.

    • Employee Onboarding

      Onboarding checklists, electronic signatures, and a customized welcome page.

    • Employee Performance

      Create, schedule, and manage employee performance reviews and objectives.

    • Time-Off Tracking

      Easily manage vacation, holiday, sick time, and leave.

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