Inviting Members
Roles That Can Invite Team Members: Owner, Admin
Table Of Contents
How To Invite New Members
- Select Client Portal on the left sidebar under Settings,
- Choose Internal Team from the drop-down menu,
- In the new tab, select the Invite team members button in the top right corner,
- In the popup window, choose the default role of your invited team members, either Agent or Watcher. You can change their role & permission levels later on,
- Next, you can either copy the invitation link to send it to your team members yourself, or you can send invitation links through Zendo by entering the email address in the "Invite with email" field and selecting the "Send invites" button. You can send multiple invitations at once.
Available Seats In Subscription Plans
Essential | Core | Pro | Agency |
|---|---|---|---|
1 internal user | 1 internal users* | 1 internal users* | 1 internal users* |
— | 2 watchers per internal user | 2 watchers per internal user | 2 watchers per internal user |
*More seats can be bought individually. To learn more about seat limits, read this article.
Limit Reached
If you've reached the limit of available seats, the inviting team members pop-up will inform you of that. In that case, you can either deactivate unused team members to gain back active seats or purchase more seats for your workspace. To learn how to purchase more seats, read this article.
Updated on: 16/02/2026
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