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.

	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