> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team, Properties & Products — Manage Your Kiflo Workspace

> Invite coworkers to Kiflo, assign roles, manage partner data visibility, customize properties, and configure products and prices for your programs.

The Team section of your account settings is where you manage the people and the data model behind your Kiflo workspace. You can invite colleagues, define what each person can see and do, customize the fields used across the platform, and set up the products partners sell on your behalf.

## Invite coworkers

Give your colleagues access to Kiflo to help manage partners, review leads and deals, and collaborate on programs.

<Steps>
  <Step title="Open Team settings">
    Go to **Manage** in the top navigation, then click **Team**.
  </Step>

  <Step title="Add a user">
    Click the **Add a User** button.
  </Step>

  <Step title="Enter coworker details">
    Fill in the required information:

    * First Name
    * Last Name
    * Email Address
    * Phone Number (optional)
    * Job Title (optional)
  </Step>

  <Step title="Assign a role">
    Select the appropriate role for this coworker. See the roles section below for guidance.
  </Step>

  <Step title="Send the invitation">
    Click **Save** or **Invite**. Your coworker will receive an activation email with a link to set up their account. They must click that link to activate their access.
  </Step>
</Steps>

<Tip>
  Follow the principle of least privilege — grant coworkers only the permissions they need to do their job.
</Tip>

## Coworker roles and permissions

Kiflo supports multiple roles for internal team members. Each role determines what actions a coworker can perform and which data they can access.

Refer to the [User roles documentation](https://docs.kiflo.com/article/247-user-roles) for a full breakdown of permissions per role. When in doubt, start with a more restrictive role and upgrade as needed.

## Manage partner data visibility

You can control which partner properties your coworkers can see. This is useful when certain data (such as commission rates or contract terms) should only be visible to specific team members.

To change property visibility:

1. Go to **Account Settings > Properties**.
2. Select the object type (e.g. Partners, Leads, Deals).
3. For each property, toggle the visibility setting to show or hide it for coworkers.

***

<h2 id="properties">
  Customize properties
</h2>

Properties define the data model for every object in Kiflo — Leads, Deals, Contacts, Transactions, Customers, Partners, Rewards, and Products. Add custom fields, set them as required, reorder them, or remove them to match your business process.

### Add a custom property

<Steps>
  <Step title="Open Properties">
    Click your account menu in the top-right corner, go to **Account Settings**, and select **Properties**.
  </Step>

  <Step title="Select an object">
    Choose the object type you want to customize: Leads, Deals, Contacts, Transactions, Customers, Partners, Rewards, or Products.
  </Step>

  <Step title="Add a property">
    Click the **Add** button on the selected object.
  </Step>

  <Step title="Configure the property">
    Fill in the property details:

    * **Name** — A descriptive label for the field.
    * **Type** — Choose the data type (text, number, date, dropdown list, email, etc.). Pick the correct type to ensure data integrity.
    * **Required** — Check this option if partners or coworkers must fill in this field before saving a record.
  </Step>

  <Step title="Save">
    Click **Save** to apply your changes. The new property appears in all relevant forms and views.
  </Step>
</Steps>

### Reorder properties

The order properties appear in the settings panel is the order they display on forms, tabs, and record views. To reorder:

1. Go to **Account Settings > Properties** and select the object.
2. Drag and drop properties to your preferred order.
3. Click **Save** to preserve the new order.

### Remove a property

<Note>
  Removing a property does not delete stored data. Existing values remain accessible via the Kiflo API even after the property is removed from the interface.
</Note>

1. Go to **Account Settings > Properties** and select the object.
2. Click the remove (delete) icon next to the property.
3. Click **Save** to apply the change.

***

<h2 id="products">
  Manage products and prices
</h2>

Define the products your partners can reference when registering deals. Kiflo automatically selects the best price for each partner based on their program level.

### Create a product

<Steps>
  <Step title="Open Products">
    Go to **Manage > Products**.
  </Step>

  <Step title="Add a new product">
    Click **Add new product** and fill in the product name and any other required fields.
  </Step>

  <Step title="Save">
    Click **Save**. The product is now available for partners to select during deal registration.
  </Step>
</Steps>

You can add extra properties to products (such as SKU) by going to **Account Settings > Properties > Products**.

### Define prices

For each product, you can create multiple price entries scoped by partner program or program level:

<Steps>
  <Step title="Open the product">
    Go to **Manage > Products** and click the product you want to configure.
  </Step>

  <Step title="Add a price">
    Click **Add price** and fill in:

    * **Name** — An internal label for this price (not shown to partners).
    * **Price per unit** — The unit price used to compute the total deal amount automatically.
    * **Currency** — Select a currency if multi-currency is enabled.
    * **Apply to** — Leave empty to apply to all partners, or select a specific program level to restrict this price to qualifying partners.
  </Step>

  <Step title="Save">
    Click **Save**. Repeat to add additional price tiers.
  </Step>
</Steps>

### How Kiflo selects prices for partners

When a partner selects a product during deal registration, Kiflo applies the following logic to find the best price:

1. Collect all prices for the product in the deal's currency.
2. Filter to prices available for all partners **or** prices scoped to a program level the partner currently belongs to.
3. If more than one price qualifies, select the **lowest** price.

<Note>
  You can only define one price per currency for all partners, and one price per currency per program level. This ensures Kiflo can always resolve a single price automatically.
</Note>

***

## Export data

To export records from Kiflo, open the relevant list view (Partners, Leads, Deals, etc.) and use the **Export** option in the toolbar. Kiflo exports the visible columns as a CSV file you can open in any spreadsheet application.