Roles And Permissions
In this section, you'll learn the important information about roles and permissions.
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.
If you want to change the role of one of your teammates, follow these steps:
Go to Settings → Team
Click on the three dots in the Actions column on the right of the member whose role you would like to change
There, you can change role, impersonate, or deactivate account

Click on the change role icon
You'll see a following window

Pick the role you want to assign and click on the "Save changes" button
Please note that you'll be charged for each additional user with an assigned role (except for the watcher).
Please bear in mind that we currently don't support custom roles and permissions. If you'd like us to add such features, please add it to this list and make sure to upvote if it already exists.
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 | |||||
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:
Go to Settings → Team
Click on the three dots in the Actions column on the right of the member whose role you would like to change
There, you can change role, impersonate, or deactivate account

Click on the change role icon
You'll see a following window

Pick the role you want to assign and click on the "Save changes" button
Please note that you'll be charged for each additional user with an assigned role (except for the watcher).
Please bear in mind that we currently don't support custom roles and permissions. If you'd like us to add such features, please add it to this list and make sure to upvote if it already exists.
Updated on: 09/08/2023
Thank you!