# Add a team member

> In the Admin portal, open Team Members, add a new team member, enter their email and roles, and select Create Team Member. Adding a team member creates a prorated adjustment on your next invoice.

Admin · Team Members · How to · Last updated 2026-10-04

## Before you begin

- You need the **Admin** role.
- Have the person's email address. It cannot be changed later.
- Adding or archiving team members creates a prorated adjustment on the next invoice.

## Steps

1. In the Admin portal, select **Team Members**.
2. Select the **+** button (**Add new team member**).
3. Enter their **Email**. If the person already uses Kindra AI, they are added to this workspace.
4. Enter **First Name**, **Last Name** and, if you use them, **Phone** and **Agent ID**.
5. Under **Roles**, tick **Agent**, **Admin**, **Assistant**, or a combination. See [Team member roles](https://www.kindra.ai/support/team-member-roles.md).
6. Set **Commission %**. It starts at 70.
7. If someone earns an override on this person's sales, choose them under **Upline** and set **Override %**.
8. Select **Create Team Member**.

![The Team Members list with Active and Archived tabs, a + button, a search box and the import and export buttons at the top right](https://www.kindra.ai/assets/support/team-members-2959f3fe.jpg)

## What you should see

The message **Team member created**, and the new team member's **Profile** tab. They now appear on the **Active** tab of **Team Members**.

They can [sign in](https://www.kindra.ai/support/sign-in.md) with the email you entered.

## Add many at once

On **Team Members**, select **Import from Excel** and choose an `.xlsx` file. The upload starts as soon as you choose the file. The file needs an **Email** column. To get the right columns, select **Export to Excel** first and use that file as your template.

Rows whose email already belongs to a team member are skipped, not updated. A blank role becomes **Agent** and a blank commission becomes 70.

## If something goes wrong

### "Email is required"

The **Email** field is empty. Enter the person's email address.

### "A team member with this email already exists"

That email is already a team member at your agency. Search for them on **Team Members**. If they were archived, look on the **Archived** tab.

### "Please select at least one role for this team member"

Tick at least one box under **Roles**.

### "Import failed: Not a team members file (missing Email column)"

The file has no **Email** column. Export your team members to Excel and use that file's columns.

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Kindra AI is back-office software for travel agencies that pay independent agents. Forward a supplier's commission statement and every line is matched to its booking and split between the agent, their upline and the agency. Agents see on their phone what is paid and what is still owed. It replaces the CRM and the commission spreadsheets. It does not build itineraries.

To try it, enter your email at https://www.kindra.ai/ and you are in the product: free for 30 days, no credit card, then billed per user per month with no contract. Pricing: https://www.kindra.ai/pricing

All support articles: https://www.kindra.ai/support.md