GETTING STARTED GUIDE

Set up your first Kyn team directory

From creating your account to a live embedded directory — here's everything you need to get Kyn working on your website.

1

Log in and set up your account

Click on Get Started and create your free account. Once logged in, go to Account Settings to add your business name and choose which profile fields you want to display. Name and role are on by default, but you can also enable bio, pronouns, location, social links, phone and email. These settings apply across all profiles, so it's worth reviewing them before you start adding people. This is the page where you'll also upload your logo. The system will generate colours to match and you pick the one you want as your feature colour - nothing too bright for best results.

2

Add your first team member

Go to Manage Profiles and select Add Profile. Fill in the team member's name, role, location, photo and any other fields you've turned on. When you save, the profile is created in your account. It won't appear on your website until your subscription is active and the embed code is in place, so you can add and fine-tune profiles first.

3

Keep adding profiles, or let your team do it

Repeat the previous step for each person, or use the self-onboarding feature to save time. Go to Account Settings and copy your unique team onboarding link (at the bottom of the page). Share it with your team and they can fill in their own profiles. Each submission comes through as a draft for you to review and publish.

4

Pick a plan

When you're ready to go live, go to Billing and select a plan. Growth covers up to 50 profiles and includes the Team directory and other widgets you can create by filtering the categories or locations you want to feature. Pro is for unlimited profiles and adds the Map widget and state-based filtering. Both are available month-to-month or at a lower cost on annual billing.

5

Generate your embed code

Once your subscription is active, go to the Embed Code section of your dashboard. You'll see codes for each widget included on your plan. If your team is spread across multiple states, you can generate a state-filtered version of the directory for use on individual location pages. Copy the code for the widget you want to use.

6

Paste the code on your website

Log in to your website platform and open the page where you want your directory to appear. Add a code block (sometimes called an HTML block, depending on your platform) and paste in the embed code. Save and preview — your live team directory should appear. From here, any update you make in Kyn reflects on your website automatically. You won't need to touch the embed code again.

PRO TIPS

Get the most out of Kyn

Keep profiles complete and current

A complete profile, with photo, role, location and a short bio, creates a stronger impression for visitors and performs better in search. Encourage your team to fill in all fields when they onboard.

? Make Kyn part of your weekly routine to keep your team profiles fresh.

Use the self-onboarding link

Rather than building every profile yourself, share your onboarding link and let team members submit their own details. You review and approve before anything goes live, saving you the admin and keeping information accurate at the source.

? Works well when bringing on multiple people at once.

Make the most of customisation options

Go to the Profile Categories tab and create your primary categories, groups and badges. This will give you additional ways to display team profile info and allow you to generate widgets according to your categories.

? Places several widgets on your website - each widget can be filtered to show only the profiles you want on any given page.