Managing Account Members

Accounts can be shared with many users. This document explains how to add and manage users in your account.

Add Account Member#

To start, navigate to the account settings page by clicking on your user icon in the top right corner of the screen and selecting "Settings" from the dropdown menu.

The view will display the users that are currently members of the account and their roles.

Members

On the top of the page, you can enter an email address of the user you want to invite. For accounts with the enterprise role feature, users are added to the account with the role of "Member", for all other accounts users are added with the role of "Admin".

Invite User

After inviting a user, you will see the invited user in the list with the members.

Invited User

Change Member Role#

Enterprise Feature

Role Based Access Control is available as an add-on as part of an enterprise plan. If you would like to test or purchase this feature, please contact us at sales@zuplo.com or reach out to your account manager.

Once a user has accepted the invitation, you can change their role by selecting the role from the drop down.

Change Role

Removing a Member#

To remove a user from the account, click on the remove icon next to the user.

Remove Member

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Role Permissions