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.