User permissions
Below are the available permissions that can be assigned to team members:
User type | Description |
---|---|
Member | Can fulfill orders, manage the catalog, and access Zonos products. Note: Cannot access Billing, Reports, or Settings. |
Admin | Has full permissions, including Member access, plus Billing, Reports, and Settings. |
Custom role | Create roles with tailored access to features and settings. COMING SOON |
Manage team members
Invite a team member
Team members with Admin access can invite new team members to Dashboard. Follow these steps to invite a new team member:
- Go to Dashboard -> Settings -> Team.
- Click Invite members.
- Enter your team member's email. You can invite multiple team members at once by entering a comma after each email.
- Select the permission level you wish to grant your team member's account.
- Click Send invite. An invitation link will be sent to the email address entered for your team member to set up their Zonos account.
- To re-send an invite, hover over the name of the user to reveal the More options (•••) menu, then select Re-send invite.
Note: For security reasons, Zonos employees cannot create team members or change permission levels. If no Admin users are available, contact your IT department to access an Admin user's email and send new invites.
Access multiple accounts
If your organization has multiple Zonos accounts, you can invite existing team members to new and existing accounts by following the steps above. Users that already are apart of an existing Zonos account will not receive another invite email but will have immediate access to the new account. To switch accounts, follow these steps below:
- Click your store name in the top-left corner of Dashboard.
- Select Switch store.
- In the store dropdown, select the store's Dashboard you want to view.
Update a team member
To update a team member's permission level, follow these steps below:
- Go to Dashboard -> Settings -> Team.
- Hover over the name of the user that you'd like to edit to reveal the More options (•••) menu.
- Click Update member details and select the new permissions for the user.
- Click Save.
Deactivate a team member
To deactivate a team member in Dashboard, follow the steps below:
- Go to Dashboard -> Settings -> Team.
- Hover over the name of the user that you'd like to remove access for to reveal the More options (•••) menu.
- Click Deactivate user.
Note: If you manage multiple accounts, to deactivate the user from all dashboard accounts, select Deactivate from all Stores in the More options (•••) menu.
Manage your team
Add team members and set permissions.Assign appropriate access to your team members, enabling them to use the Zonos Dashboard efficiently while protecting sensitive data. If team members manage multiple stores with Zonos, they can log in once and seamlessly switch between accounts for efficient management.