Inviting Team Members

Invite colleagues to collaborate on your Zenovay analytics. Team members can view data, manage websites, and work together on insights.

Member Limits

Plan	Max Members
Free	2
Pro	10
Scale	50
Enterprise	Unlimited

Inviting Members

Step 1: Open Team Settings

1. Go to Settings → Team
2. Click "Members" tab
3. Click "Invite Member"

Step 2: Enter Details

Provide invitation details:

Field	Description
Email	Invitee's email address
Role	Permission level
Message	Optional personal note

Step 3: Send Invitation

1. Review details
2. Click "Send Invitation"
3. Invitee receives email

Invitation Email

The invitee receives:

You've been invited to join [Team Name] on Zenovay

[Your Name] has invited you to collaborate on analytics.

Role: Editor

[Accept Invitation]

This invitation expires in 7 days.

Bulk Invitations

Invite Multiple People

Scale Plan

1. Click "Bulk Invite"
2. Enter emails (one per line)
3. Select default role
4. Send all invitations

john@company.com
sarah@company.com
mike@company.com

CSV Import

For large teams:

1. Download CSV template
2. Fill in details
3. Upload file
4. Review and send

CSV format:

email,role,message
john@company.com,editor,Welcome to the team!
sarah@company.com,admin,
mike@company.com,viewer,

Managing Invitations

View Pending Invites

See all pending invitations:

Email	Role	Sent	Expires	Actions
john@company.com	Editor	Jan 15	Jan 22	Resend / Cancel
sarah@company.com	Admin	Jan 14	Jan 21	Resend / Cancel

Resend Invitation

If invitation wasn't received:

1. Find in pending list
2. Click "Resend"
3. New email sent
4. Expiration resets

Cancel Invitation

To revoke an invitation:

1. Find in pending list
2. Click "Cancel"
3. Link becomes invalid

Accepting Invitations

For New Users

If invitee doesn't have a Zenovay account:

1. Click link in email
2. Create account
3. Automatically join team

For Existing Users

If invitee already has an account:

1. Click link in email
2. Log in if needed
3. Confirm joining team
4. Access granted

Multiple Teams

Users can belong to multiple teams:

• Accept invitation
• Switch between teams
• Separate roles per team

Roles When Inviting

Available Roles

Role	Access Level
Viewer	Read-only access
Editor	Modify settings and data
Admin	Full access except billing
Owner	Complete control (one per team)

Choosing a Role

Use Case	Recommended Role
Executives	Viewer
Marketing team	Editor
IT/Technical	Admin
Business partner	Viewer

Change Role Later

Roles can be changed after joining:

1. Go to Settings → Team
2. Find member
3. Edit role
4. Save changes

Website Access

Default Access

New members get access to:

• All team websites (by default)
• Based on their role
• Can be restricted

Restricting Access

Scale Plan

Limit access to specific websites:

1. Go to member settings
2. Click "Website Access"
3. Select allowed websites
4. Save restrictions

Invitation Settings

Configure Defaults

Set team invitation preferences:

Setting	Options
Default role	Viewer, Editor, Admin
Expiration	7, 14, 30 days
Auto-approve domains	@company.com

Domain Auto-Approval

Enterprise Plan

Automatically approve users from your domain:

1. Go to Settings → Security
2. Add approved domains
3. Users with matching email join instantly

Approved Domains:
• company.com
• subsidiary.com

Onboarding New Members

Welcome Message

Customize the welcome experience:

1. Set custom invitation message
2. Include getting started links
3. Add team contact info

First Steps for New Members

Guide new members to:

1. View dashboard overview
2. Explore key reports
3. Set up notifications
4. Configure preferences

Managing Members

View All Members

See your team roster:

Member	Email	Role	Joined	Last Active
You	you@company.com	Owner	Jan 1	Now
John	john@company.com	Admin	Jan 10	Today
Sarah	sarah@company.com	Editor	Jan 12	Yesterday

Member Actions

Available actions per member:

• Edit role - Change permissions
• Restrict websites - Limit access
• Remove - Revoke access

Troubleshooting

Invitation Not Received

If email doesn't arrive:

1. Check spam folder
2. Verify email address
3. Resend invitation
4. Try different email

Invitation Expired

If link no longer works:

1. Cancel old invitation
2. Send new one
3. Expiration resets

Member Limit Reached

If you can't invite more:

1. Check current member count
2. Remove inactive members
3. Upgrade plan for more seats

Wrong Role Assigned

If role needs changing:

1. Go to member settings
2. Edit role
3. Changes apply immediately

Security Considerations

Before Inviting

Verify:

• Correct email address
• Appropriate role level
• Business need for access

After Leaving

When someone leaves:

1. Remove from team promptly
2. Review their past access
3. Check audit logs if needed

Regular Review

Periodically audit members:

• Remove inactive users
• Verify roles appropriate
• Check access levels

Next Steps

• Configure role permissions
• Manage member permissions
• Set up audit logging