• Client Profile

  Learn how to use the client profile in Zendo to view a client's invoice details, submitted requests, subscriptions, documents and notes from your team.Popular

• Roles And Permissions

  More about Roles and Permissions in this video: 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. Watcher Agent Manager Admin Owner **SettingSome readers

• Client POV

  See what your clients experience in Zendo: dashboard, orders, requests, subscriptions, documents, files, submitting requests, Storefront and notifications.Some readers

• Adding Clients

  Learn how to add clients to Zendo yourself and invite them to your client portal, leaving only account verification to them for a smooth transition.Few readers

• Client Teams/Organizations

  Learn how client organizations work in Zendo on Pro+ plans, letting clients team up to share requests, subscriptions and files within one organization.Few readers

• Onboarding

  Learn how to create an onboarding card in Zendo that welcomes clients on their dashboard, manage its content, and see how it looks from the client's side.Few readers

• Inviting Members

  Learn how to invite team members to your Zendo workspace, check how many seats your subscription plan includes, and what to do when you reach the limit.Few readers

• Impersonation

  Learn how to use impersonation in Zendo to temporarily view the portal as another user, which roles can impersonate whom, and how to check the client view.Few readers

• Files

  Learn how to upload, share and manage files with clients and organizations in Zendo, and find files automatically saved from chats in the Files tab.Few readers

• Messages

  Learn how to use Messages in Zendo to chat instantly with clients, create group conversations and broadcast messages, all without any extra setup.Few readers