Articles on: Team & Clients Management

Inviting Members

Roles That Can Invite Team Members: Owner, Admin

Inviting Members

Work without your colleagues doesn’t seem that appealing? Invite them to work with you through Zendo! Don’t be selfish! 😉

To invite your teammates, go to Settings > Team.

team tab

Right next to the "Team" header, you'll find an "Invite team members" button. There are two ways you can invite people, either with an email or an invitation link. Make sure to check which role they should receive when they accept the invitation.

You can choose between a paid full member option (the role by default is set to Agent, though a different role can be assigned) or a free Watcher.

Remember that if you're on the Starter plan, the limit of free Agents is two (including yourself).

inviting team members

Updated on: 22/03/2023

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