Account & Workspace Setup

Your workspace is the foundation of your Koladr setup. It holds your agents, policies, connectors, and team — and determines who can see, approve, and configure what.

Creating Your Account

Navigate to the Koladr sign-up page and enter your email address and password. Koladr uses email-based authentication. After submitting the form, check your inbox for a verification email.

If you were invited to an existing workspace, use the invitation link instead. This will create your account and automatically add you to the workspace with the role your admin selected.

Email Verification

After signing up, Koladr sends a verification email to confirm your address. Click the link in the email to activate your account. If you don't see the email, check your spam folder or request a new verification link from the login page.

You must verify your email before you can create a workspace or accept invitations.

Onboarding Flow

First-time users who are not joining via invitation are guided through a brief onboarding flow:

1. Enter your full name
2. Create your workspace (name and optional description)
3. Land on the Dashboard, ready to register your first agent

The onboarding is designed to be fast. You can complete it in under a minute.

Workspace Creation

A workspace is the top-level organizational unit in Koladr. Everything — agents, runs, policies, connectors, and team members — belongs to a workspace.

When naming your workspace, use something recognizable to your team. Common choices are the company name, department name, or project name. Examples:

• Acme Corp — for a company-wide workspace
• Support Team — for a department-specific setup
• Project Atlas — for a single project or initiative

User Roles

Koladr uses a role-based access model. Every user in a workspace has exactly one role, which determines what they can see and do.

Admin

Full access to everything in the workspace. Admins can manage agents, policies, connectors, settings, team members, and API keys. They can also approve actions and investigate incidents. Every workspace must have at least one admin.

Approver

Can view all runs, actions, and incidents. Approvers can approve or reject pending actions in the approval queue. They cannot modify policies, connectors, or workspace settings.

Operator

Operators have monitoring access. They can view runs, actions, and incidents, and can investigate and resolve incidents. They cannot approve actions or modify configuration.

Viewer

Read-only access. Viewers can see the dashboard, runs, and incidents, but cannot take any action. Useful for stakeholders who need visibility without interaction.

Role Assignment Guide

Here is a practical guide for assigning roles:

Inviting Team Members

Admins can invite team members from Settings → Invitations. Enter the email address of the person you want to invite, select their role, and send the invitation.

The invitee will receive an email with a link to join the workspace. If they don't have a Koladr account, they will be prompted to create one.

Workspace Settings

You can manage your workspace at any time from the Settings page:

• Workspace name — rename your workspace
• Team members — view and update roles
• Invitations — manage pending invites
• API Keys — create and rotate agent keys
• Agents — view and deactivate registered agents