Once you've set up your account, you will need to add users. To do this, make sure you're in the admin portal (denoted by the cogs icon).
Next, navigate to USERS.
Click ADD USER.
The ADD USER modal will open. Type in the email address of the new user, then click CHECK EMAIL.
The modal will expand with additional contact fields. First Name, Last Name and Phone Number are required. Click ADD USER.
The new user will now appear in your list of users. Click the shield icon in the ROLE column.
The ASSIGN ROLE(S) FOR... modal will open. Check the box next to the business unit / access level you want to assign for this user, then click SAVE. Please refer to the table below for more details regarding perks and permissions of each access level.
| ADMINISTRATOR | TEAM MEMBER | VIEWER |
| Access to all admin features. | No access to the admin portal. | No access to the admin portal. |
| Access to all contacts features. | Access to all contacts features. | No access to the contacts portal. |
| Access to all events, and the ability to set themselves and others as event managers. | Access to all events, and the ability to set themselves and others as event managers. | Can access, manage and view any event they have been specifically set to access. |
| Can create new events. | Can create new events. | Cannot create new events. |
Next, click the envelope icon in the INVITE column.
The INVITE USER modal will open. You can type in an optional message, then click SEND INVITE.
The user will receive an email in their inbox with the subject line Welcome to ZenGRM and the following message. They should click the SIGN IN TO ZENGRM button.
They will be redirected to a new page. The new user should type in their email then click CONFIRM EMAIL.
They will receive a code in their email. The user should type that code in then click SUBMIT CODE.
At this point, they will be prompted to create their own password, then click SET PASSWORD.
They will be redirected to the standard sign in page for ZenGRM. The user must enter their email and password then click SIGN IN.
After logging in, the user will land on the dashboard of the BU they were given access to.
If they were given access to more than one BU, they will first select the specific unit dashboard they want to navigate to.
Thank you! If you have questions about this workflow, or any other features in ZenGRM, please contact support@zengrm.com