Managing users
Who can manage users?
Admins users can manage all other users within an organization. Admins can:
- Invite and deactivate users
- Set user roles and associated permissions for anyone who has access to the organization
Power users can also invite new users.
Learn more about each roles and their permissions.
Review access
Click your avatar in the bottom left and select ‘Users & Groups’.
- Search and Filter to refine your list
- Rearrange your table headings
- View user information. See each user’s role and what teamspace and group they are in.
- Edit the user and view their projects. More details on editing users below.
Inviting new users
Click the Invite User button in the top right. Enter the email address of the users you want to invite.
Select their role and add them to at least one teamspace and any groups.
Click invite and they will get an email invitation to join Zappi!
Pending Users
Select the pending users tab to keep track of your invitations. You can see which email addresses have been sent an invite, and by what user. Check the status and see how many days are left before the invitation expires. Invitations expire 90 days after they are sent.
Click the three dot menu on the right to resend or cancel the invitation.
Changing user roles
On the main User tab, click Edit to open the user’s profile.
From here you can:
- Change their role. Learn more about user roles.
- Add or remove them from groups
- Remove their account
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: 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 organization. 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 it 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. Consultants can be given any role, to meet different permissions' needs.
