Members

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 "Members."
    • On mobile, tap the organization to open the menu, then tap     Setup, and "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

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