• 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.Popular

• Client Profile

  Roles That Can Access And Manage Client Profiles: Agent, Manager, Admin, Owner Client Profile In the Client Profile, you can view all the information pertaining to the client, such as Invoice Details, submitted Requests, Subscriptions, documents, and notes left by your team members. To access the Client Profile: Select the Clients tab from the left sidebar, On the new page, select the client toPopular

• Inviting Members

  Roles That Can Invite Team Members: Owner, Admin Table Of Contents How To Invite New Members Available Seats In Subscription Plans Limit Reached How To Invite New MembersFew readers

• Client POV

  This article gives you all the information on the perspective your clients get when using Zendo. Table Of Contents Client POV Dashboard Order Requests Subscriptions Documents Files Submitting Requests Service Catalog And Stand-Alone Order Forms Notifications 1Few readers

• Adding Clients

  Roles That Can Add Clients: Agent, Manager, Admin, Owner To submit requests, order your services, chat with your team, or perform any actions in your client portal, your clients need to create an account on Zendo. But if you want to make their transition to a new platform easier, you can create their accounts yourself, only leaving the account verification process up to them. Table Of Contents AdFew readers

• Impersonation

  Roles That Can Use Impersonation: Agent, Manager, Admin, Owner Impersonation is a feature that allows users to temporarily take over other people’s accounts. Different permissions levels allow to impersonate different roles. To learn more about roles & permissions, read this article. Table Of Contents Who Can Impersonate Whom? (1-wFew readers

• Client Organizations

  Role That Can Manage Organizations: Client Organizations are groups made by clients to work together on the same requests, share subscriptions, files, and more. Only one organization per user can be created and it can't be deleted. Note that this feature is only available on the paid plans; if you downgrade to the free one, this functionality will be lost to your clients. Learn more about sFew readers

• Onboarding

  Roles That Can Create Onboardings: Admin, Owner Create an onboarding card that will welcome your clients on their dashboards. Table Of Contents How To Create An Onboarding Card? How To Manage Your Onboarding Card? Client POV How To Create An Onboarding Card? To create an onboarding card: Select Client portal from the left side-panel and choose the Onboarding tab from tFew readers

• Files

  Roles That Can Manage Files: Everyone Share files with your clients in the "Files" tab, and find files that were automatically saved when shared in chat. Table Of Contents How To Access Files? How To Upload Files? How To Manage Files? Clients And Organizations How To Access Files? To access files: Select the "Files" tab on the left sidebar, On the neFew readers