Inviting Team Members

Zenovay makes it easy to collaborate with your team on analytics. Invite colleagues, assign roles, and work together to understand your website performance.

Team Member Limits

Each plan includes a certain number of team members:

Plan	Team Members	Roles Available
Free	2	Owner, Viewer
Pro	5	Owner, Admin, Editor, Viewer
Scale	25	All roles + custom
Enterprise	Unlimited	All roles + SSO

Inviting Team Members

1. 1

   Open Team Settings

   Go to Settings → Team in your dashboard.

2. 2

   Click Invite Member

   Click the "+ Invite Member" button.

3. 3

   Enter Email Address

   Enter your colleague's email address. They don't need an existing Zenovay account.

4. 4

   Select Role

   Choose the appropriate role:

   • Admin: Full access except billing
   • Editor: Can modify goals and settings
   • Viewer: Read-only access to analytics
5. 5

   Choose Website Access

   Select which websites they can access:

   • All websites: Access to all current and future websites
   • Specific websites: Limit access to selected websites only
6. 6

   Send Invitation

   Click Send Invitation. They'll receive an email with a link to join.

Understanding Roles

Owner

The account creator with full control:

• Manage billing and subscription
• Delete the account
• Transfer ownership
• All admin capabilities

Admin

Pro Plan

Full operational control:

• Add and remove team members
• Create and delete websites
• Modify all settings
• View all analytics
• Cannot access billing

Editor

Can modify configurations:

• Create and edit goals
• Modify website settings
• View all analytics
• Cannot manage team members

Viewer

Read-only access:

• View analytics dashboards
• Export data (if enabled)
• Cannot modify any settings

Managing Invitations

Viewing Pending Invitations

See all pending invitations in Settings → Team → Pending tab.

Resending an Invitation

1. Find the pending invitation
2. Click the Resend button
3. A new email is sent to the invitee

Revoking an Invitation

1. Find the pending invitation
2. Click the Revoke button
3. The invitation link becomes invalid

Accepting an Invitation

When someone invites you:

1. Check your email for the invitation
2. Click Accept Invitation
3. Create a Zenovay account (if you don't have one) or log in
4. You're added to the team automatically

Changing Member Roles

To modify a team member's role:

1. 1

   Go to Team Settings

   Navigate to Settings → Team.

2. 2

   Find the Member

   Locate the team member in the list.

3. 3

   Click Edit

   Click the Edit button or their role badge.

4. 4

   Select New Role

   Choose their new role from the dropdown.

5. 5

   Save Changes

   Click Save to apply the change.

Removing Team Members

To remove someone from your team:

1. Go to Settings → Team
2. Find the team member
3. Click Remove
4. Confirm the removal

Website-Specific Access

Limit team members to specific websites:

Setting Website Access

1. Edit the team member's settings
2. Under Website Access, select Specific websites
3. Check the websites they should access
4. Save changes

Use Cases

• Client agencies: Give clients access only to their website
• Department teams: Marketing accesses marketing site, support accesses docs
• Contractors: Temporary access to specific projects

Best Practices

Security Recommendations

• Use appropriate roles: Don't give admin access unnecessarily
• Regular audits: Review team members quarterly
• Remove promptly: Remove access when someone leaves
• Enable MFA: Require MFA for all team members (Enterprise)

Organizational Tips

• Naming conventions: Use work email addresses
• Role documentation: Document why each person has their access level
• Onboarding process: Have a standard process for new team members

Troubleshooting

Invitation Not Received

1. Check spam/junk folders
2. Verify the email address is correct
3. Ask recipient to check with IT (corporate filters)
4. Resend the invitation

Cannot Accept Invitation

• Ensure you're clicking the link from the correct device
• Clear browser cache and try again
• Try a different browser
• Check if invitation has expired (7 days)

Cannot Change Role

• Only Owners can change roles
• You cannot change your own role
• Contact your account Owner for help

Enterprise Features

Enterprise Plan

Enterprise accounts have additional team features:

• SSO Integration: Members sign in via your identity provider
• Auto-provisioning: Automatically add users from your directory
• Custom Roles: Create roles with specific permissions
• Mandatory MFA: Require MFA for all team members
• Audit Logs: Track all team member actions

Next Steps

• Set up role-based access control
• Configure security settings
• Create organization structure (Scale/Enterprise)