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.

	Watcher	Agent	Manager	Admin	Owner
Settings
Connect Custom Domain	❌	❌	❌	❌	✅
Manage subscription plans	❌	❌	❌	❌	✅
Requests
Create Requests	❌	✅	✅	✅	✅
View Requests they’re assigned to	✅	✅	✅	✅	✅
Interact with Requests they’re assigned to	❌	✅	✅	✅	✅
View and interact with all Requests	❌	❌	✅	✅	✅
Delete Requests	❌	❌	✅	✅	✅
Edit and remove sent messages	❌	✅	✅	✅	✅
Access and see notes	❌	✅	✅	✅	✅
Documents
Issue a Quote	❌	✅	✅	✅	✅
Issue an Invoice	❌	✅	✅	✅	✅
Edition
Create & edit Workflows	❌	❌	❌	✅	✅
Create & edit Statuses	❌	❌	❌	✅	✅
Create & edit Custom Fields	❌	❌	✅	✅	✅
Create & edit Form Fields	❌	❌	✅	✅	✅
Create & edit Services	❌	❌	❌	✅	✅
Create & edit Forms	❌	❌	❌	✅	✅
Create & edit Order Page	❌	❌	❌	✅	✅
Team Management
Invite Team Members	❌	❌	❌	✅	✅
Assign & edit roles	❌	❌	❌	✅	✅
Client Management
Invite Clients	❌	✅	✅	✅	✅
Access & edit Client Profile	❌	✅	✅	✅	✅
Impersonation
Impersonate Clients	❌	✅	✅	✅	✅
Impersonate Agents & Watchers	❌	✅	✅	✅	✅
Impersonate Managers	❌	❌	✅	✅	✅
Impersonate Admins	❌	❌	❌	✅	✅
Impersonate Owners	❌	❌	❌	❌	✅

To change the role of a team member:

Find Settings & Customization on the left-hand side panel and select Workspace,
Select Team from the drop-down menu,
On the new page, find the team member whose role you'd like to change and select the three dots in the Actions column on the right,
Select Change role from the drop-down menu,



In the popup window, choose the role you want to assign and select the "Save changes" button.

Updated on: 12/09/2024