About 1 minute 6 stepsFor owners

Name your roles

Call each role what your company calls it: an Owner, a Manager, a Technician.

What this is

KārgāhFlow has three roles: Founder, Admin and Worker. You can call each one what your company calls it, like Owner, Manager or HVAC Technician.

What each role can do stays exactly the same. Your names show for everyone in your company, on every screen, email and PDF.

Name your rolesStep 1 of 6

Step 1: Open Settings
TapClick the menu button at the top left of the screen, then Settings.TapClick Settings in the menu on the left.
Look forthe Settings item in the menu
Good to know: Role names is at the top of Settings. On Team, Rename the roles opens it too.
Step 2: Type a name
Under Role names, type the new name in a role’s Name box. More than one fills itself in, and you can change it.
Look forthe Name box
Good to know: Leave a box empty to keep that role’s standard name.
Step 3: Or tapclick a name to try
Beside Try, under a role, tapclick a name like Technician to fill in both boxes.
Look forthe Technician button
Step 4: What each role can do
Under each role, a line says what it can do, in your names. Renaming a role never changes it.
Step 5: See how it looks
How it looks shows the badges and two lines from the app in your names, before anything is saved.
Step 6: TapClick Save changes
TapClick Save changes at the bottom. Your team see the new names the next time they open a page.
Look forthe Save changes button
Good to know: To go back, tapclick Put back the standard names, then Save changes.