Members & roles

• Inviting a new member

  Adding someone to your Katalyz workspace takes about 30 seconds. Here's how. ⚠️ Requires org role Admin. Invite a new member Go to Settings → Members. Click + Add user in the top right. Fill in the required fields: First name * Last name * Email * Role * — Admin, Pro, or Basic Optionally fill in profile details that will appear on their contact card: Job title Phone number (with country code) LinkedInFew readers

• 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 — invFew 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 changeFew 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

• 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: AdminFew 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. Champs Fields Organization logo The logo that appears in your workspace UI and, by dFew 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 email address that you configure at the workspace level. There are two setups depending on your plan. Default for all plans — a Katalyz-managed subdomain On every plan, notifications are sent from a dedicated email address tied to your client subdomain — for example noreply@deals.acme.com. To activate it, your team needs to perform a quick **DFew 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. The palette Katalyz uses a 5-color palette for rooms: Color Where it shows up Primary Main CTAs, active state in navigation, brand-anchored elements Secondary Supporting CTAs, accents, borders Accent Highlights, badges, status pills | **BaFew 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. Three font slots Katalyz lets you pick three fonts, each with its own role: Font slot Used for Navbar font Navigation, section labels, tabs Headings font Section titles, block titles, large callouts Text font Body copy — paragraphs, lists, descriptions Most brandsFew 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

  🚧 Coming soon. Named, reusable room themes (create / duplicate / set default) are on the roadmap but not yet shipped. Today, workspace-wide visual defaults live in the workspace Design tab instead. This article will be expanded once the themes system ships. What exists today Workspace-wide visual defaults are configured in the workspace's Design tab. Open it from the left sidebar's Design icon. The tab groups settings into: Section Defaults — roundness, margins, padFew readers

Data model

• 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

• 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](Few readers

Workspace settings

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Analytics

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