Help

Fix a problem

I picked the wrong role in Kromadic

Go to Settings › Your setup and press Switch on the role you meant. Your deals and stages stay.

Steps

  1. Open Settings › Your setup. Your current role is marked Current.
  2. Press Switch next to the one you want:
    • Creator
    • Influencer manager
    • Agency or partnerships sales
    • Small business / something else
  3. What resets: the starting words (brand vs client, and so on) and which features start On.
  4. What stays: your stages, every deal, and anything you renamed.
  5. Fine-tune after that in Settings › Features (any feature works for any role) and Settings › Names.
  6. If stages feel wrong for the new work, open Pipeline › Edit stages or Settings › Boards › Edit stages, or press Switch template there. Deals stay when you switch a template.

Questions people ask

Will switching delete my pipeline?

No. Deals and stages stay. Only default words and feature switches reset.

I manage creators but picked Small business.

Switch to Influencer manager, then turn on anything still Off under Features (for example Roster or Commission split).

I am a brand-side partnerships lead, not talent.

Agency or partnerships sales is usually the closest start. You can still rename stages and turn features on or off.

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