You can add your team member as an Admin, Billing Admin or Member:
Admin: has rights to update the information in the settings.
Billing Admin: has rights to update billing and download receipts.
Member: has the rights to create documents and workflows.
Click here to know more about the differences among these three types of users.
Adding members to an organisation
Step 1: Click on Settings.
Step 2: Click on My Organisation.
Step 3: Click on Add.
Step 4: Enter the new member's details and select their Access Rights (Admin/ Member), then click on Add.
Promoting a member to an admin
The admin of an organisation can promote another user to an admin role.
Step 1: Click on Settings.
Step 2: Click on My Organisation.
Step 3: Select admin in the drop-down next to the username.
Removing a user
The admin of an organisation can remove another user from the organisation.
Step 1: Click on Settings.
Step 2: Click on My Organisation.
Step 3: Click on the Remove icon (X) next to the username.
Step 4: Click on Remove.
If you have any questions, please feel free to reach out to us via our live chat or email us at service@zegal.com