Setting up a team

Getting a team created

Teams aren’t self-service. Email customerservice@karani.co with:

• Who will pay — that person becomes the team owner
• Roughly how many people — this determines your volume discount
• A name for the team

Karani sets the team up and makes the payer its owner.

Ask about the discount when you set up

Pricing drops sharply with team size — from $18.00 per user down to $5.00 at 300+. If you’re close to a tier boundary it’s worth knowing before you decide who to include. See Billing & discounts.

Inviting people

From the team dashboard, scroll to the team panel at the bottom and click Invite a User.

You’ll enter:

• First name
• Last name
• Email address
• Role — see Roles & permissions

What the invited person sees

1. They get an email inviting them to join the team.

2. They accept, and if they don’t already have a Karani account, they set a password.

3. They land in Karani with their own account, billed to the team.

If they decline, you’ll see that on the team dashboard.

Cancelling an invitation

An invitation that hasn’t been accepted can be cancelled from the team panel — Cancel Invitation next to their row.

Adding someone who already uses Karani

Invite them with the email address on their existing Karani account. They keep their account, contacts, and history — only the billing moves to the team.

They keep their data, but check their plan

Moving an existing user into a team changes what they’re billed and can change their plan. Confirm with them first, particularly if they’re mid-way through a subscription they paid for themselves.

Assigning supervisors

Once people are in the team, you can put members under a supervisor. On the team panel, each member row has an + Add Supervisor dropdown.

A supervisor sees only the members assigned to them — which is what makes a large team manageable. See Roles & permissions.

Removing someone

Remove on their row in the team panel. They’re removed from the team and their billing reverts to their own arrangement.

Their Karani account, contacts, and giving history are untouched — removing someone from a team is a billing and visibility change, not a deletion.

Setting the team up well

Three things worth doing early, because they compound:

1. Ask everyone to set a yearly gift goal. The team dashboard leaves people without one out of every percentage on the page, so a team where half the people haven’t set one gives you a misleading picture.
2. Assign supervisors before the team gets big.
3. Build a default dashboard so new members start on something useful rather than the generic one.