As the Owner of your Zepto account, you may want to invite other team members to have access to your account.  This is easily done through the dashboard.  

In this article, you will find how to

Account roles

There are currently three types of roles within Zepto.  

  1. Owner: controls all aspects of the account, including the ability to manage team members access.

  2. Admin: has full access to the account but excludes the ability to manage team members and some aspects of bank accounts.

  3. Viewer: has read-only access to the account.

What Each Role Can and Cannot Do

Role Type

Invite new team members

Change team members roles

Add and remove Bank Accounts

Create Transfers to and from Float Accounts

Create Payments and Payment Requests

View reports

Owner

Yes

Yes

Yes

Yes

Yes

Yes

Admin

No

No

No

Yes

Yes

Yes

Viewer

No

No

No

No

No

Yes

Inviting an admin or viewer to your account

  1. Log in to your account

  2. Click on your name in the top left-hand corner

  3. Click on Settings

  4. Click on Team

  5. Click on Invite by email

  6. Enter Name, Email, and select the Role

  7. Click Update

Changing the ownership of your account

As the account creator and initial owner, you have the ability to give ownership of the account to an existing team member. 

  1. Log in to your account

  2. Click on your name in the top left-hand corner 

  3. Click on Team, all team members will display. 

  4. Edit your Role to Admin

  5. Edit team members Role to Owner 

  6. Click Update

Note:  There can only be 1 owner per account. Once you have changed ownership, you will not be able to add, remove, or edit the roles of team members.

Removing a team member from your account

As the account owner, you also have the ability to remove any other team members from your account. To do so,

  1. Log in to your account

  2. Click on your name from the top-left corner

  3. Click on Settings

  4. From the settings page, Click on Team

You will see a list of all the users for your account. Click on the red button in front of the user you want to remove from the list. This will revoke access for that particular user.

Fig: Remove user from your account

Feel free to reach out to us by clicking on the blue bubble icon or email us directly at support@zepto.com.au

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