Add users to an account or manage their access/permissions

Add your team members and set user permissions across different sections of the Zeffy account

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Add users to your account

Change the owner (admin) of your account

Understanding permissions and accesses

To add users and manage permissions to your Zeffy account:

Log into your Zeffy dashboard on a computer.
Click on your name in the top left corner and then on "Settings."
Next, click on "Manage Users" ⚠️ This option will not be visible to you if you don't have permissions to manage users on the account. If this is the case, we recommend getting in touch with your account owner to edit your permissions

To add a new user, click on "Invite New User" and enter their email address & information. Customize their access permissions by selecting which sections of the product they can have access to. You can add as many users as you'd like.

To add your accountant, click "Add my accountant" under the Bank information section. This will preselect access to your bank permissions only.

To remove a new user, click the three dots to the right of the user's name and select "Remove user".

To edit a user's permissions, click on the three dots next to the user's name and select "Edit user" to select different permissions for them.

To transfer ownership, you must be the admin of the Zeffy account. If you are the admin, click on the three little dots next to the user's name and select "Make admin" next to their name.

Please note: If you invite a user who already has a Zeffy account, they will keep the same login information.

Understanding the different permissions and what they give access to

Payments & Forms

This provides access to all forms and actions in the Forms tab including viewing, editing, creating, sharing and deleting forms.

It also provides access to the Payments tab where the user can view all payments, export the payments list, add manual payments, issue refunds and cancel tickets.

Contacts

This provides access to the Contacts tab. The user can view all contacts, export contact lists, tag contacts and edit contact pages. It also allows them to issue receipts from the contact page, add manual payments from the contact page and send emails. They can also import contacts and delete imports.

They can view form Visitors in the "Visitors" tab and consult all emails sent in the Email tab.

Only the account admin can delete contacts.

Receipts

This access allows the user to consult the list of all tax receipts issued through the platform, export receipt reports and cancel receipts that have been issued.

Bank

Access to the bank allows the user to edit banking information, view payout information, edit the payout schedule and export payout reports. The user will be sent email notifications about payouts. They can also view the Transactions tab and export information about all online payments that come through Zeffy forms.

Add/remove users

This allows the user to add other users to the Zeffy account, manage their permissions and remove users. Note that only the account admin can transfer ownership over the Zeffy account. Only the admin has the ability to delete the Zeffy account.