Users and Access
Learn about users and access
With the "Users and Access" page on the Zotlo dashboard, you can;
Invite teammates to your organization or only to specific projects,
Define authorizations of different roles,
Create a shared workspace.
You can also manage the authorizations of invited people and carry out updates or deletions.
There are 5 roles on Zotlo:
Account Owner: Every newly created account in Zotlo has Account Owner authorization. This authorization is only given to the account owner.
Account Admin: The most comprehensive role with the same authority as Account owner.
Project Admin: Performs specified operations related to the projects for which they are authorized.
Operator: Performs operational tasks of the projects they are authorized for.
Reporter: Can access the financial reports of the projects for which they are authorized.
Role Details:
Projects
Creating a Project
✅
✅
❌
❌
❌
Updating project settings
✅
✅
✅
❌
❌
Deleting a Project
✅
✅
❌
❌
❌
Sites
Creating a site
✅
✅
✅
❌
❌
Updating site settings
✅
✅
✅
✅
❌
Site publishing/stopped
✅
✅
✅
✅
❌
Viewing site statistics
✅
✅
✅
❌
✅
Deleting a site
✅
✅
✅
❌
❌
Flows
Creating a flow
✅
✅
✅
✅
❌
Flow Editing
✅
✅
✅
✅
❌
Submitting the Flow for review
✅
✅
✅
✅
❌
Deleting a flow
✅
✅
✅
✅
❌
Sales Packages
Creating a package
✅
✅
✅
✅
❌
Updating package settings
✅
✅
✅
✅
❌
Deleting a package
✅
✅
✅
✅
❌
Users and Access
Inviting users
✅
✅
❌
❌
❌
Updating user authorization
✅
✅
❌
❌
❌
Deleting users
✅
✅
❌
❌
❌
Account Settings
Updating profile information
✅
✅
❌
❌
❌
Changing organization name
✅
✅
❌
❌
❌
Subscriptions
Subscription details
✅
✅
✅(authorized projects)
❌
❌
Cancelling subscriptions
✅
✅
✅(authorized projects)
❌
❌
Refund transactions and refund transaction details
✅
✅
✅(authorized projects
❌
❌
Payments
Payment transactions and details
✅
✅
✅(authorized projects)
❌
❌
Refund transactions and refund transaction details
✅
✅
✅(authorized projects)
❌
❌
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