• 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.Popular

• Client Profile

  This section will explain how to access client profiles and what information you can find there. Roles That Can Access And Manage Client Profiles: Agent, Manager, Admin, Owner Client Profile Alternatively, you can also go to the Clients tab, which can be foundPopular

• Inviting Members

  Roles That Can Invite Team Members: Owner, Admin Inviting Members Work without your colleagues doesn’t seem that appealing? Invite them to work with you in Zendo! Don’t be selfish! 😉 team tab Right next to the "Team" header, you'll find an "Invite team members" button. There are two ways you can invite people, either with an email oSome readers

• Impersonation

  In this section, you'll learn everything there is to know about the Impersonation. Roles That Can Use Impersonation: Agent, Manager, Admin, Owner Impersonation is a feature that allows users to temporarily take over other people’s accounts. Different permissions levels allow to impersonate different roles. To learn more about roles & permissions, read this article. Who Can Impersonate Whom?Few readers

• Inviting Clients

  Roles That Can Invite Clients: Admin, Owner Clients don't need to sign up to Zendo in order to work with you. They can stick to their email and send their messages from the comfort of their inbox. But if they'd like to keep a closer eye on their requests, you can easily invite them to the platform. Your choice! To invite your clients with a link: Go to the Clients tab, found on the far left side, (https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/clients-tabFew readers

• Client POV

  This article gives you all the information on the perspective your clients get when using Zendo. Client POV You can learn more about inviting your clients to Zendo here. Each of your clients gets a personal dashboard and 5 additional tabs on their side of ZeFew readers