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. To learn more about seats, read this article.PopularClient Profile
Roles That Can Access And Manage Client Profiles: Agent, Manager, Admin, Owner Client Profile In the Client Profile, you can view all the information pertaining to the client, such as Invoice Details, submitted Requests, Subscriptions, documents, and notes left by your team members. To access the Client Profile: select the Clients tab from the left sidebar, on the new page, select the client to access their Client Profile from the list.PopularInviting Members
Roles That Can Invite Team Members: Owner, Admin Table Of Contents How To Invite New Members Available Seats In Subscription Plans Limit Reached How To Invite New Members Select Workspace on the left sidebar underSome readersClient POV
This article gives you all the information on the perspective your clients get when using Zendo. Table Of Contents Client POV Dashboard Order Requests Subscriptions Documents Files Submitting Requests Service Catalog And Stand-Alone Order Forms Notifications 1Few readersAdding Clients
Roles That Can Add Clients: Agent, Manager, Admin, Owner To submit requests, order your services, chat with your team, or perform any actions in your client portal, your clients need to create an account on Zendo. But if you want to make their transition to a new platform easier, you can create their accounts yourself, only leaving the account verification process up to them. Table Of Contents Adding Clients Account Verification (1-account-verificationFew readersImpersonation
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. Table Of Contents Who Can Impersonate Whom? How To Impersonate Team Members (1-how-to-impersonatFew readersClient Organizations
Role That Can Manage Organizations: Client Organizations are groups made by clients to work together on the same requests, share subscriptions, files, and more. Only one organization per user can be created and it can't be deleted. Note that this feature is only available on the paid plans; if you downgrade to the free one, this functionality will be lost to your clients. Learn more about subscription plans here.Few readers