How to add and manage access to your ZEN Business account

You can add new people to your company’s ZEN Business account or change the access of existing team members. All access management happens in the ZEN Web Portal.

Manage access in the ZEN Web Portal

1. Log in to the ZEN Web Portal.
2. Click the initials of your company name in the top left corner.
3. Select “My company”.

Here you’ll see your company details and the sections for Team members and Roles and permissions.

Add a new team member

1. Open “Team members”.
2. Select the “+” button.
3. Choose the permissions for the new member and follow the on-screen steps.

If the person will be able to perform financial operations, they’ll need to complete identity verification.
The invited person will get an email with instructions on how to join.

If you sent an invitation by mistake

Go to the “Invited” tab, find the invitation, and cancel it.

Edit or remove a team member

1. In “Team members”, find the person in the “Members” list.
2. Expand their details.
3. Select “Edit” to change permissions, or “Remove member” to revoke access.

Manage roles and permissions

1. In “Roles and permissions”, you’ll see the default roles available for your company. Roles and permissions allow giving your colleagues access to ZEN features they require.
2. To create a custom role, select the “+” button.
3. Custom roles appear in the “Custom” tab, where you can edit, duplicate, or delete them.