Members & roles

• Org roles — Admin, Pro, Basic

  Every member of your Katalyz workspace has an org role — their workspace-wide permission level. There are three org roles, and choosing the right one matters both for security and for billing. ⚠️ Only Admins can assign or change org roles. The three org roles Admin Full control of the workspace. Admins can: View, edit, and delete every room in the workspace (even ones they weren't invited to) Create rooms, templates, and library content Manage members — invSome readers

• Inviting a new member

  Adding people to your Katalyz workspace takes a few seconds: paste their email addresses, pick a role, send. Each person sets up their own profile when they accept. ⚠️ Requires org role Admin. Invite one or many people Go to Settings → Members. Click + Add user in the top right. The Invite people modal opens. In Email address(es) *, type or paste the addresses. Separate them with a comma, a space, or Enter — each address turns into a chip. You can paste aFew readers

• Changing someone's org role

  As people's responsibilities shift, their org role should too. Promoting a rep to admin, or downgrading a departing employee's access — both take about 10 seconds. ⚠️ Requires org role Admin. Change an org role Go to Settings → Members. Click the row of the member whose role you want to change. In the edit modal, update the Role dropdown. Click Save changes. The new role takes effect immediately. The member doesn't need to log out and back in. What changeSome readers

• Full permissions matrix

  The complete reference for who can do what in Katalyz, across both org roles (workspace-wide) and room roles (per room). This is a reference article. For plain-language summaries, see Org roles and Room roles. How to read this Two layers combine to determine what a user can do: Org role — workspace-wide: AdminSome readers

• Removing a member

  When someone leaves the company or no longer needs Katalyz access, remove them from the workspace. Done right, this is a clean handoff with no lost work. ⚠️ Requires org role Admin. Before you remove someone Think about what they own before pressing delete. A member might be the Owner of active rooms. If you remove them without reassigning ownership, those rooms lose their primary owner — they won't be deleted, but access and responsibility get murky. **Recommended pre-remoFew readers

Branding

• Brand assets — tagline, logo, icon

  Your workspace branding is what makes a Katalyz room feel like your product, not a generic portal. Buyers notice. Here's how to set it up. ⚠️ Requires org role Admin. Go to Settings → Branding to configure. What brand assets cover The Brand Assets section of Branding settings handles three things: Tagline — a short phrase that describes your company Logo — the full workspace logo (rectangular, for headers and footers) Icon — the square icon version of yFew readers

• Color palette

  Your color palette defines the personality of every room buyers see. Set this well and you never have to think about it again. ⚠️ Requires org role Admin. Go to Settings → Branding → Color Palette. Two palettes, two scopes Branding settings holds two color palettes, and they do different jobs. Workspace palette — Settings → Branding → Color Palette The workspace-level defaults, five swatches: Color Where it shows up Primary Color | Main CTAs, actiSome readers

• Typography — fonts

  Fonts do a lot of brand work quietly. Get them right once and every room automatically feels on-brand. ⚠️ Requires org role Admin. Go to Settings → Branding. Typography is split across two places in Branding: the Typography section is your workspace font library (which typefaces are available at all), and each room theme then picks which of those fonts goes in which slot. Three font slots — per room theme Open Settings → Branding → Room Themes, select a theme, anFew readers

• Social media links

  Add your company's social media profiles so they appear consistently in the footer of Katalyz emails sent from your workspace (invitations, notifications). ⚠️ Requires org role Admin. Go to Settings → Branding → Social Media Links. Supported platforms Katalyz has dedicated fields for: LinkedIn Twitter (X) Facebook Instagram Website (your main company website URL) Where these links appear Today, these links are only used in Katalyz emails seFew readers

• Room themes

  Room themes are named, reusable bundles of visual settings — header, typography, colors, section and page defaults — that you apply to your rooms. One theme is always the workspace default, used by every new room. ⚠️ Requires org role Admin. Go to Settings → Branding → Room Themes. Managing themes The Room Themes section lists every theme in the workspace. The theme currently marked Default carries a star badge. Click a row to select it and open its editor below. **CFew readers

General

• Your organization profile

  Your organization profile is the top-level identity of your Katalyz workspace — the name and domain your team operates under. It's set once by an admin and applies to every room in the workspace. ⚠️ Requires org role Admin. Access the settings Go to Settings → General. Fields Organization logo The logo that appears in your workspace UI and, by default, inFew readers

• Notification sender email — domain & per-user setup

  Every notification Katalyz sends to your buyers (invitations, magic links, comment alerts, signature requests, etc.) goes out from a sender address. There are three levels, from generic to personal — all included in the Core plan. Level 1 — the default Katalyz sender Out of the box, notifications come from "Katalyz" no-reply@mail.katalyz.co. Nothing to configure, but buyers see a third-party sender and corporate mail gateways are more suspicious of it. Level 2 — your own sendiFew readers

Data model

• CRM field mapping & sync (HubSpot, Salesforce)

  Once your CRM is connected to Katalyz, you control exactly what syncs between the two systems from Settings → HubSpot (or Settings → Salesforce). The page has three sections: Synced fields, Activities, and Tasks. The UI is the same for both CRMs — pick the one you've connected. ⚠️ Requires org role Admin. Requires the CRM integration to be connected — see Connecting HubSpot or [Connecting Salesforce](Some readers

• Creating custom properties

  Custom properties let you extend Katalyz's data model with fields that match how your business actually operates — deal amounts, close dates, prospect scores, industries, or anything else you want to track per-room. Once defined, custom properties can be: Displayed in rooms via the Field widget Referenced as variables (type $ in a text widget) to personalize content per-room Mapped to HubSpot (or other CRM) fields for bidirectional sync ⚠️ Requires org role Admin.Few readers

AI

• AI settings

  AI settings is where admins shape how the Katalyz assistant behaves for the whole workspace: the background it should always know, how it writes executive summaries and scores deal health, and how credits may be spent. ⚠️ Requires org role Admin. Go to Settings → Workspace → AI settings. AI context *Give the assistant backgFew readers

Analytics

• Workspace-level analytics

  While each room has its own Activity tab, the Analytics page gives you a workspace-wide view across every room you have access to. Opening Analytics Click Analytics in the left sidebar of the org-level dashboard. At the top of the page you'll find: A time-range dropdown (default: Last 30 days; also Last 7 days, Last 3 months, Last 12 months) — scopes every metric, KPI, chart, and table on the page. A Filters button — one popover with a search box and thrFew readers