Skip to main content
Table of Contents

Members

How to view, invite, manage, and remove organization members.

Travis Bates
Updated by Travis Bates
IN THIS ARTICLE

Invite and manage members of an organization in ZENTRA Cloud.

Invite

  • Navigate to Setup:
    • On desktop, click Setup, and then Members.
    • On mobile, tap the organization to open the menu, then tap Setup, and select Members.

Email
  • Invite new members:
    • Click "Invite."
    • Enter the new member(s) email address.
    • Select a role.
    • Click "Send Invite."

  • Invite new members:
    • Click "Invite."
    • Select the "Link" tab.
    • Click "Create Invite Link."
    • Select a role.
    • Enter a domain restriction e.g., "@domain.com" (optional).
    • Click "Create Link."
    • Copy the link.

Roles
  • Administrator
    • Full access to manage, or delete the organization.
  • Editor
    • Add, edit, and delete content.
  • User
    • View and download data.
  • Viewer
    • View data only.

Invite

Create new link

Active link

Edit Member

Role
  • Select the three dots to open the member options.
    • Select "Edit Role."
Remove
  • Select the three dots to open the member options.
    • Select "Remove."
    • Confirm.

More menu

Edit role

Confirm

How-To-Video

How did we do?

Organization

Units

Contact