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Intelligence access permissions
Intelligence access permissions
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Who can grant/revoke KPI access?

During your onboarding to Karbon Practice Intelligence (KPI), your KPI Admin(s) will be set up. These admins differ from Karbon Admins as KPI Admins can only add/remove access to Intelligence.

What is a KPI Admin?

A KPI Admin is a user who has been granted permission to manage access to Karbon Practice Intelligence for other users. This is different from a Karbon Admin, who has overall administrative control of the Karbon platform.

How to add/remove users to KPI

As a KPI Admin, you can add or remove users from accessing Karbon Practice Intelligence. To do so, follow these steps:

  • Navigate to the Intelligence tab

  • Select the Manage Access Button

  • Add your colleagues

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