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

Every plan can invite Admins, Editors, and Viewers. What changes between plans is how many members your workspace can hold:

Plan	Team Members
Free	2
Pro	5
Scale	25
Enterprise	Unlimited

The four roles (Owner, Admin, Editor, Viewer) are the same on every plan.

Inviting Team Members

1. 1

   Open Members

   Go to Settings → Workspace → Members in your dashboard.

2. 2

   Click Invite

   Click the Invite button to open the invitation form.

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 role to assign:

   • Admin: Can manage websites, team members, and settings
   • Editor: Can manage websites and settings, and view analytics
   • Viewer: Read-only access to view websites and analytics
5. 5

   Send Invitation

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

Understanding Roles

Team members have one of four roles. Roles apply across the whole workspace, not to individual websites.

Owner

The team creator, with full control:

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

A team can have more than one Owner if ownership is shared. Promote or transfer ownership carefully, since Owners have unrestricted access.

Admin

Full operational control:

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

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
• Cannot modify any settings

Managing Invitations

Viewing Pending Invitations

Open Settings → Workspace → Members and switch to the Invitations tab to see everyone you've invited who hasn't joined yet.

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 the link in the email
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 Members

   Navigate to Settings → Workspace → Members.

2. 2

   Find the Member

   Locate the team member in the list.

3. 3

   Change Their Role

   Use the role control on their row to pick a new role.

4. 4

   Save Changes

   Confirm to apply the change.

Owners can change any role. Admins can change Editors and Viewers, but not Owners or other Admins.

Removing Team Members

To remove someone from your team:

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

Best Practices

Security Recommendations

• Use appropriate roles: Don't grant Admin access unnecessarily
• Review regularly: Audit who has access on a regular cadence
• Remove promptly: Remove access when someone leaves
• Encourage MFA: Ask team members to enable two-factor authentication on their accounts

Organizational Tips

• Use work email addresses so it's clear who each member is
• Document access levels: Note why each person has their role
• 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 the recipient to check with IT (corporate filters)
4. Resend the invitation

Cannot Accept Invitation

• Make sure you're using the link from the correct email address
• Clear browser cache and try again
• Try a different browser
• Check whether the invitation has expired (7 days)

Cannot Change Role

• Only Owners can change any role; Admins can only change Editors and Viewers
• You cannot change your own role
• Contact an account Owner for help

Single Sign-On

Scale Plan

On the Scale and Enterprise plans, you can connect an identity provider so members sign in through your organization's SSO. See your security settings to configure it.

Next Steps

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