How do I manage my team settings?

Learn how to add team members to your Zonos account and manage your team settings.

To manage team members and invite new members:

1. Log in to your Zonos Dashboard account.
2. Going to Settings in the left sidebar.
3. Click on Team under “Account” also in the left sidebar.

Invite team members to Zonos Dashboard

Give Zonos Dashboard access to anyone on your team simply by inviting them via email. To do this:

1. Log in to your Zonos Dashboard account.
2. Go to Settings → Team → Add team member.
3. Enter your team member’s email and name.
4. Select the permission level you wish to grant your team member's account.
   1. Select which department your team member is in (optional).
5. Click Send invite. An invitation with a link for your team member to set up their Zonos account will be sent to the email address you entered.

Update user information

Once you have invited some team members, you can update their information at any time.

1. Log in to your Zonos Dashboard account.
2. Go to Settings → Team.
3. From the Team settings page, you will see a section labeled Team members.
4. Click on the user you would like to edit from the list.
5. From here, you can edit user details, such as their name, email, and permission level. You can additionally send them a password reset email from here.

6. In the “Allowed accounts” section you can select the team member and respective accounts you want to allow them to have access to.

Delete a user

To remove a user’s access from your Zonos account:

1. Log in to your Zonos Dashboard account.
2. Go to Settings → Team.
3. From the Team settings page, you will see a section labeled Team members.
4. Click on the user you would like to remove from the Team members list.
5. Click Delete team member found at the bottom of the page.

Still have questions?

View our additional documentation on managing team settings.