Managing users

Who can manage users?

Admins users can manage all other users within an organisation. Admins have the ability to:

• Invite and deactivate users
• Set user permissions for anyone who has access to the organisation
• Set product-specific configuration defaults
• Build tag taxonomies
• Decide which tools other users can access within the same organisation
• View a log of all projects configured and launched on Zappi

Power users can only invite new users.

Learn more about each roles and their permissions in this article.

Access

Head over the admin section and click on "Users" to see who currently has access to the organisation, and to invite users, or edit their role.

Changing user roles and inviting new users

You also can invite, deactivate, and set user role for your organisation.

• To invite a user, select the "Invite User" button at the top right of the screen, and enter their email address.

  Note that invites expire after 90 days of being sent out.

• To deactivate a user, click 'Edit' next to the user's name, and hit 'Remove user'.
• To change user role, click the same "Edit" and select the relevant role from the drop down under the user's name.

User groups: access, creation, and member visibility

A user group is a set number of users (regular users, power users, admins, or guest users) classified in groups by an admin user. This allows them to easily share credit pots with groups of budget holders. Admin can create an unlimited number of user groups based on factors such as function or team, market, region, etc. to match their budget management structure.

To access user groups created within your organisation, click on your avatar in the bottom left and select 'Users & Groups'. Note that power users will only be able to see the user groups they are part of when they are sharing a credit pot with other domain members.

As an admin, you can edit existing groups and add new ones to your organisation. User groups are a great way to share credit effectively, as you invite new users to the platform, by simply adding them to the relevant user groups. It also makes is easier to manage and maintain the groups of users who should be given access to collections of budgets.

Zappi consultants

If you use Zappi Consulting services, you can easily identify your consultants by using the Zappi Consultant filter on the Users page. Additionally, a user label highlights those users when sharing projects.

Note that Consultants can be given any role, to meet different permissions' needs.