Articles on: Team & Clients Management

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.

If you want to learn more about seats in Zendo, go here.

WatcherAgentManagerAdminOwner
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
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



If you want to change the role of one of your teammates, follow these steps:

On the left sidebar, find Settings & Customization, select Workspace, and choose Team from the drop-down options.
In the Team tab, find the team member whose role you'd like to change and select the three dots in the Actions column on the right.
From the drop-down menu, select Change role.



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

Updated on: 21/02/2024

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