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 and select their Access Rights, 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 delete

 Or have a quick look at our tutorial here on How to Add, promote or remove a user in Zegal app.

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. 
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