Teams
P0 · MVPWho works with whom. A Maintainer in any app covers their team, so keeping teams right keeps access right.
Only Owners and Admins manage teams
Your workspace role is Member. You can still see what you have access to and ask an admin for more.
How access works in ZetSuite
Four ideas. Everything on this page is one of them.
Everyone can be in the directory. A user is a person who can sign in. One email works across every company they belong to.
Owner, Admin, Maintainer, Member or Viewer, set by ZetSuite, plus your own. It decides who manages the workspace, and which app role people start with.
One role per app: Admin (everything plus settings), Maintainer (their team's records), Member (own records) or Viewer (read-only). Anything except No access uses a seat.
Bundles for speed: "Sales rep" gives ZetCRM, ZetSales and ZetChat as Member in one click. Tweak per app after.