Zentail offers the flexibility for an administrator to manage other users' access in Zentail. This is useful to allow some users the ability to access high-level sales data, while others are limited to the general functions of the platform. If you'd like to add new users, please reference the steps on our How to add users page.
To view user access, or adjust user access
- Go to the Account Settings page.
- Open the Company User Permissions tab > Active Users
- Make any appropriate changes. Once you are done editing user access,
- Click the Update Users button at the bottom of the page
Definition of Permissions
- General Access - Provides a user with general access to Zentail. This is the bare minimum and should be checked for all active users
- Account Admin - This gives a user the permission to create new users, as well as editing other users' permissions
- Sales Data - This gives a user the ability to view high-level sales data on the Dashboard and access to Zentail's Analytics suite
- Billing Access - This permission allows users to view the Billing section of the Account Settings page. This includes links to the Zentail invoicing system and the ability to update your company's credit card.