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. Cannot view or edit the Billing, Reports, or Settings sections. |
| Admin | Includes "Member" permissions, plus full access to the Billing, Reports, and Settings sections. |
| Custom roles (coming soon) | Create custom roles with specific access to features and settings. |
All existing users have been migrated to the following permissions:
-
Users with "Viewer" and "Manage orders" permissions have been migrated to "Member" permissions.
-
Users with "Manage shipping settings" and "Billing" permissions have been migrated to "Admin" permissions.
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 send a new invite link to a user, select the More menu (•••) next to the user's name and click Re-send invite.
Note: For security reasons, Zonos employees cannot create new team members or change permission levels. If all admin users are no longer with your company, please contact your IT department to access an existing admin user's email to log in and send new invites to the appropriate users.
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. Once a user has been invited, they will have instant access and can toggle between stores by following the steps below:
- Click on your store name in the top left of Dashboard.
- Select Switch store.
- Select the store Dashboard you want to view in the store dropdown.
Update a team member
To update a team member's permission level, follow these steps below:
- Go to Dashboard -> Settings -> Team.
- Select the More menu (•••) of the user you would like to edit.
- 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.
- Click the More menu (•••) next to the user you would like to remove access from Dashboard.
- Click Deactivate user.
Note: If a user has access to multiple accounts and needs to be removed from only one account, select Remove user from organization.
Note: If a user needs to be removed from multiple accounts, selecting Deactivate user will deactivate the user from all accounts.
Manage your team
Add team members and set permissions.Providing team members with appropriate access allows them to effectively use Dashboard 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.