In this section, you'll learn the important information about roles and permissions.

Roles that can assign roles and permissions: Owner, Admin

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.

WatcherAgentAdminManagerOwner
View Requests they’re assigned to
Interact with Requests they’re assigned to
View and interact with all Requests
Delete Requests
Create & edit Request Types
Create & edit Statuses
Send an Estimation
Connect a Custom Domain
Impersonate Clients
Impersonate Agents & Watchers
Impersonate Managers
Impersonate Admins
Impersonate Owners
Assign & edit roles
Invite Team Members
Invite Clients
Access & edit Customer Profile
Manage subscription plans


| Watcher | Agent | Admin | Manager | Owner |

--- | --- | --- | --- | --- | --- |

View Requests they’re assigned to | ✅ | ✅ | ✅ | ✅ | ✅ |
Interact with Requests they’re assigned to | ❌ | ✅ | ✅ | ✅ | ✅ |
View and interact with all Requests | ❌ | ❌ | ✅ | ✅ | ✅ |
Delete Requests | ❌ | ❌ | ✅ | ✅ | ✅ |
Create & edit Request Types | ❌ | ❌ | ✅ | ✅ | ✅ |
Create & edit Statuses | ❌ | ❌ | ❌ | ✅ | ✅ |
Send an Estimation | ❌ | ✅ | ✅ | ✅ | ✅ |
Connect a Custom Domain | ❌ | ❌ | ❌ | ❌ | ✅ |
Impersonate Clients | ❌ | ✅ | ✅ | ✅ | ✅ |
Impersonate Agents & Watchers | ❌ | ✅ | ✅ | ✅ | ✅ |
Impersonate Managers | ❌ | ❌ | ✅ | ✅ | ✅ |
Impersonate Admins | ❌ | ❌ | ❌ | ✅ | ✅ |
Impersonate Owners | ❌ | ❌ | ❌ | ❌ | ✅ |
Assign & edit roles | ❌ | ❌ | ❌ | ✅ | ✅ |
Invite Team Members | ❌ | ❌ | ❌ | ✅ | ✅ |
Invite Clients | ❌ | ✅ | ✅ | ✅ | ✅ |
Access & edit Customer Profile | ❌ | ✅ | ✅ | ✅ | ✅ |
Manage subscription plans | ❌ | ❌ | ❌ | ❌ | ✅ |

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

Go to Settings > Team
Click on the three dots icon on the right side 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

Changing account role

Please note that you'll be charged for each additional user with an assigned role (with the exception of 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.
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