You can add members to your organisation to collaborate on documents within the Document Builder.

How to add members to your account

Step 1: Go to Settings by clicking on the profile card on the bottom left and then click on My organisation.

Step 2: Click on Add to add a member;

Step 3: Enter the new member's details then click on Add.

Promote a user to admin

The admin of the organisation can promote another user to an admin position.
Step 1: Go to Settings by clicking on the profile card on the bottom left and then click on My organisation.

Step 2: Select Admin in the drop-down next to the username.

Remove a user

The admin of an organisation can remove another user from the organisation.

Step 1: Go to Settings by clicking on the profile card on the bottom left and then click on My organisation.

Step 2: Click on the cross (X) next to the username.

Step 3: Click on Remove.

What's the difference between an admin, a billing admin and a user?

An organisation has three types of members:

  • Admin: has rights to update the information in the settings. 
  • Billing Admin: has rights to update billing and download receipts. 
  • User: has the rights to create documents and workflows. 

Please feel free to reach out to us at service@zegal.com or via our app's live chat if you have any questions.

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