ADDING A USER

As an admin user, you can easily invite new users by following these simple steps:

First, make sure you are in your own environment. Next, navigate to Menu > Company settings

Choose "Team members" and click "Invite team member" on the top right.

Add the requested details. Please note select appropriate role (only team member with an "Admin" account can configure Zapflow setting). Finally, click on "Invite user".

The recipient will now get an email and follow the instructions therein

REMOVING (=DISABLING) USER ACCESS

As an admin user, you can easily disable user access rights by following these simple steps:

Go to Menu > Company settings > Team members. Then choose the user you want to delete and click on the "Deactivate" icon 

You will get a pop-up that says "Deactivate account". Click on "I understand this user will also be removed from the deal, commitment & holding teams".

Before disabling this account, you may be asked to assign all entities owned by the user to someone else. Follow the instructions in there and click "Confirm".

If you need any help or guidance, feel free to book a time with our support team (support@zapflow.com), we are always happy to help! For more tips and guides regarding all our Zapflow features check our other Help Center articles.

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