How do I add, promote, or remove users in my organisation?

You can add your team member as a member, admin or billing admin:

• 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.

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 Remove. 

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