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.

To learn more about seats, read this article.

	Watcher	Agent	Manager	Admin	Owner

Settings

Connect 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	❌	✅	✅	✅	✅
Access and see notes	❌	✅	✅	✅	✅

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	❌	✅	✅	✅	✅
Access & edit Client Profile	❌	✅	✅	✅	✅

Impersonation

Impersonate Clients	❌	✅	✅	✅	✅
Impersonate Agents & Watchers	❌	✅	✅	✅	✅
Impersonate Managers	❌	❌	✅	✅	✅
Impersonate Admins	❌	❌	❌	✅	✅
Impersonate Owners	❌	❌	❌	❌	✅

To change the role of a team member:

Find Settings & Customization on the left-hand side panel and select Workspace,
Select InternalTeam from the drop-down menu,
On the new page, find the team member whose role you'd like to change and select the three dots in the Actions column on the right,
Select Change role from the drop-down menu,

In the popup window, choose the role you want to assign and select the "Save changes" button.

Updated on: 11/06/2025

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