Add users to an account or manage their access/permissions

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Change the owner (admin) of your account

To add users and manage permissions to your Zeffy account:

Log into your Zeffy dashboard on a computer.
Click on your name in the bottom 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.

Campaign specific permissions

You can assign and manage a colleague’s access to specific campaigns and forms. To do this, click on the three dots next to the user’s name and select “Edit user.” Under “Campaign-specific permissions,” you can either grant access to “all campaigns” or limit their access by selecting “Only specific campaigns.”

If you choose “Only specific campaigns,” you will be prompted to select exactly which campaigns you would like that user to be able to edit.

Screenshot 2026-02-13 at 4.26.17 PM

You can also update who has access to a specific campaign while editing that campaign directly, by adjusting the settings in the “Invite collaborators” section.

💡 Zeffy does not currently support “view-only” access for individual campaigns or forms— users with access can both view and edit. If you would like a dedicated view-only permission added, you can support this by voting for the feature request here. Your vote helps us prioritize platform improvements.

Transfering account 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

Edit Form

This provides access to all forms and actions in the Campaigns tab including viewing, editing, creating, sharing and deleting forms. This access can be granted on a per-campaign basis.

Manage Payments

This 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. This access can be granted on a per-campaign basis.

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. This access can be granted on a per-campaign basis.

Accept Tap to Pay Payments

This permission allows the user to sign into the Tap to Pay application on their mobile device and accept payments directly from any compatible form on their phone. It does not provide access to your organization’s Zeffy dashboard or its administrative settings. This access can be granted on a per-campaign basis.

Access Guest List from App

This permission allows the user to sign into the Tap to Pay application on their mobile device and check guests in using the fast checkin manager on the app. This access can be granted on a per-campaign basis.

Contacts

This provides access to the Contacts and Communications tabs. The user can view all contacts, import and export contact, create contact lists and edit contact information.

They can also create and manage communications in the Communications tab.

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.