Staff Management

Understanding Staff Management

Key benefits of Kelola.co's staff management features for business owners

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What is Staff Management?

Staff Management in Kelola allows business owners to invite team members, assign permissions, and monitor activities. This feature enables collaborative work while maintaining control over sensitive business data.

Key Benefits of Kelola.co’s Staff Management

Efficient Team Management

Business owners can invite staff members and grant access based on their specific roles and responsibilities. Add up to:

  • Free Plan: 1 staff member (owner only)
  • Basic Plan: 3 staff members
  • Plus Plan: 5 staff members
  • Advance Plan: Unlimited staff members

Role-Based Access Control

Business owners can set different access permissions for each staff member according to their duties:

Available Permissions:

  • Product Management - Add, edit, delete products
  • Stock Operations - Stock in, stock out, audit, transfer
  • Transaction Access - View and edit transaction history
  • Report Access - View accounting, stock, customer, and receivables reports
  • Contact Management - Manage customers and suppliers
  • Expense Management - Record and track business expenses

Example: Warehouse staff can only access inventory management and cannot access financial data or reports.

Real-Time Monitoring

Business owners can monitor staff activities in real-time through the History feature:

  • Inventory updates (who added/edited products)
  • Sales transactions (who recorded sales)
  • Stock movements (who performed stock in/out)
  • All activities are timestamped and attributed to staff members

Comprehensive Reporting

Track staff performance through:

  • Transaction history by staff member
  • Activity logs in the History section
  • Filter reports by specific staff members
  • Monitor productivity and accuracy

How Staff Management Works

For Business Owners

  1. Invite Staff - Send invitations via SMS with join codes
  2. Set Permissions - Toggle specific access rights for each staff member
  3. Monitor Activity - Track all actions through History
  4. Manage Team - Add, remove, or update staff as needed

For Staff Members

  1. Receive Invitation - Get SMS with download link and join code
  2. Install App - Download Kelola from the invitation link
  3. Join Business - Enter the join code after signing in
  4. Start Working - Access features based on assigned permissions

Security Features

  • Permission-Based Access - Staff only see what they’re authorized to access
  • Activity Tracking - All actions are logged and traceable
  • No Data Sharing - Each business’s data is isolated and secure
  • Owner Control - Only the owner can invite/remove staff and change permissions

Best Practices

Start with minimal permissions - Add more access as staff proves trustworthy ✅ Regular reviews - Check staff activity and permissions periodically ✅ Remove promptly - Delete staff access immediately when they leave ✅ Train properly - Ensure staff understand their responsibilities and limitations

Getting Started

Ready to add staff to your business? → Learn how to invite staff →

Want to understand permission levels? → View detailed roles guide →