Articles on: Team & Clients Management

Roles And Permissions

In this section, you'll learn the important information about 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, so you can assign as many watchers as you’d like.

Connect a Custom Domain
Manage subscription plans
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
Issue a Quote
Issue an Invoice
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
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

change role, impersonate, deactivate

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

changing the account role

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

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