Question 1

Roles And Permissions

Accepted Answer

In this section, you'll learn the important information about roles and permissions.

Roles That Can Assign Roles And Permissions: Admin, Owner

There are five roles that can be assigned in Zendo: Watcher, Agent, Manager, Admin and Owner. Out of these roles, only watchers don't count as seats in your plan, so you can assign as many watchers as you’d like.

| | Watcher | Agent | Manager | Admin | Owner | | --- | --- | --- | --- | --- | --- | | Settings | | Connect a Custom Domain | ❌ | ❌ | ❌ | ❌ | ✅ | | Manage subscription plans | ❌ | ❌ | ❌ | ❌ | ✅ | | Requests | | Create Requests | ❌ | ✅ | ✅ | ✅ | ✅ | | View Requests they’re assigned to | ✅ | ✅ | ✅ | ✅ | ✅ | | Interact with Requests they’re assigned to | ❌ | ✅ | ✅ | ✅ | ✅ | | View and interact with all Requests | ❌ | ❌ | ✅ | ✅ | ✅ | | Delete Requests | ❌ | ❌ | ✅ | ✅ | ✅ | | Edit and remove sent messages | ❌ | ✅ | ✅ | ✅ | ✅ | | Documents | | Issue a Quote | ❌ | ✅ | ✅ | ✅ | ✅ | | Issue an Invoice | ❌ | ✅ | ✅ | ✅ | ✅ | | Edition | | Create & edit Workflows | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Statuses | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Custom Fields | ❌ | ❌ | ✅ | ✅ | ✅ | | Create & edit Form Fields | ❌ | ❌ | ✅ | ✅ | ✅ | | Create & edit Services | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Forms | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Order Page | ❌ | ❌ | ❌ | ✅ | ✅ | | Team Management | | Invite Team Members | ❌ | ❌ | ❌ | ✅ | ✅ | | Assign & edit roles | ❌ | ❌ | ❌ | ✅ | ✅ | | Client Management |

Question 2

Client Profile

Accepted Answer

This section will explain how to access client profiles and what information you can find there.

Roles That Can Access And Manage Client Profiles: Agent, Manager, Admin, Owner

Client Profile

| To access the Client Profile, click on the name of the client or on their avatar on the right sidebar in Requests.

Alternatively, you can also go to the Clients tab, which can be found on the left sidebar (the people icon). After clicking on it, you'll see a new page with a list of your clients. Click on the client you want to see the profile of.

You'll be taken to the specific client's profile, where you can see all the information pertaining to the user, such as Invoice Details and Profile Info on the right, under the client's avatar.

The profile itself is divided into six sections:

Requests — where you can see all the Requests that involve this specific client (note that Watchers and Agents only see the Requests they're assigned to; Managers and up see all Requests),
Subscriptions — where you can see all the subscriptions purchased by that client, along with their state, price, starting date, date of next payment, the date the subscription is ending on, as well as the request limits used by that client (if there are any included in the subscription),
Quotes — where you can check on the quotes issued for that client, check on the es

Question 3

Connecting Stripe

Accepted Answer

This section covers all the information about connecting a Stripe account to your Zendo workspace.

The Role That Can Connect Stripe in Zendo: Owner

Connecting Stripe

| To connect your Stripe account to Zendo, navigate to the left-hand side panel of your workspace and find the cog icon. Click on it and go to Finances -> Payment methods.

Next, choose your country and click on the Connect button.

You’ll be taken to Stripe to either create an account or sign in to your existing account.

Signing up is intuitive and consists of 7 steps, from setting your password and authenticating your account to filling out your personal and business information, as well as providing your bank details to receive payouts. The last step is to review your details and click Agree & Submit.

| Once that’s done, your new or existing Stripe account should be immediately connected with Zendo.

|| You can cancel the connecting process using the Cancel button that’s available to use only until the connecting process is ongoing.

Stripe Successfully Connected

If your Stripe account has been successfully connected, you’ll see a confirmation on the previous Connect button that will now change to Connected.

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a758

Question 4

Statuses

Accepted Answer

This section will cover all you need to know about Statuses.

Roles That Can Manage Statuses: Admin, Owner

Statuses

Statuses are an integral part of Zendo as they help your teammates and customers to remain on the same page. They indicate the progress of the request, i.e. on what stage of development the request is.

To edit or add available Statuses, go to Services → Statuses. There, you’ll see a list of available Statuses. You can edit them or delete them entirely.

To create a new Status, click on the "Create Status" button right next to the “Statuses” headline. There, you'll see a window with available options for Statuses.

creating new status

As you can see, a Status consists of:

Name
Description
Icon
Color

If you want to choose a custom color, you can do that by checking the “Set advanced color” toggle.

Using Statuses In Workflows

To see which Statuses are available inside each Workflow, go to Services → Workflows. There, you can add and delete Statuses, as well as change their order.

statuses in workflows

||| Note that all Statuses are visible to clients by default.

If you want to change the visibility:

go to Services → Workflows,
click on the “Edit” button on the far right of the Workflow you want to adjust,
on the new page, sc

Question 5

Custom Domain

Accepted Answer

In this article, you will learn all about the custom domain feature and how to use it to white label the URL of your Zendo client portal.

Role That Can Set A Custom Domain: Owner

||| Zendo Plans For Which The Feature Is Available: Growth, Enterprise

|| Example workspace name we’ll be using to showcase how this feature works: support.getzendo.io

What Is A Domain?

A domain is a branded name that is used to identify a website. So instead of having to type in the IP address in the search bar to reach the website you’re looking for, you’re typing the domain name, e.g. getzendo.io or forbes.com.

The domain name (or the URL we see) makes it easier to memorize the website we want to visit, instead of having to remember random strings of numbers.

What Does The Custom Domain Feature Do In Zendo?

The Custom Domain feature in Zendo allows you to connect your own domain to your Zendo workspace so that you can white label the URL of your client portal.

Basically getting rid of the getzendo.io suffix in the URL of your workspace, turning it e.g. from support.getzendo.io to support.yourdomain.com

This gives your clients a more branded and consistent experience, which in turn looks more professional and gives you more authority.

Who Can Access This Feature?

The Custom Domain feature is available to all Zendo users who are subscribed to any of the paid plans: Growth or Enterprise.

Users on the free Starter plan cannot access the Custom Domain feature

Question 6

Third Party Integrations

Accepted Answer

Third-Party Integrations

|| Currently Zendo integrates only with Stripe as the main payment processing provider.

If you'd like to see other integrations or features in Zendo, make sure to submit a feature request for us to review.

Frequently Read Articles

Browse All Categories