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 | | 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 | | Invite Clients | ❌ | ✅ | ✅ | ✅ | ✅ | |

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.

accessing client profile

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 three 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)
Files — where you can see, download, and delete all the files that were shared with or by this specific client,
Notes — where anyone from your team can read and post notes that are invisibile to this specific client.

client profile

From the Client Profile, you can al

Question 3

Connecting Stripe

Accepted Answer

This section covers all 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 Zendo workspace and find the cog icon. Click on it and go to Finances -> Payment methods.

Toggle the enable button next to Stripe settings.

Now you have to provide a publishable key and a secret key.

Save your changes and your Stripe account will now be connected with your Zendo workspace.

How To Get Stripe Keys?

To obtain the Publishable and Secret keys, sign in to your Stripe account. Go to Dashboard, then Developers and API keys.

Stripe settings

Underneath the token section, you will see your publishable key.

To get your secret key, click on the reveal test key button.

Revealing Stripe keys

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

Messages And Notes

Accepted Answer

In this section, we'll explain messages and notes in detail.

Roles That Can Send Messages And Notes: Agent, Manager, Admin, Owner

Messages and notes are the two basic means of communication with your customers and teammates. When it comes to messages, they can be seen by anyone.

Notes, on the other hand, are internal and cannot be seen by customers. They're only visible to the platform operators. You can switch between the messages and notes in the chat window to easily filter and find relevant information.

messages, notes & mentions

To send a message or a note:

Go to Requests by clicking on the balloon icon on the left sidebar,
Find a conversation thread that you want to send a message in,
Find the field at the bottom of the page that's divided into two tabs: Reply and Note,
Type in your message in the correct tab and click on the paper plane icon in the bottom right to send it.

|| Note that Agents have a limited time window to edit their message. They have **15 minutes ** to start editing their message, and then they have 4 hours for the edition itself. Meanwhile, Managers, Admins, and Owners can edit their messages anytime.

Additionally, you can mention your team members by using the @ sign. Once typed in the chat, you’ll see a list of names to pick from. Of course, you can also just type the whole name yourself.

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.

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