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    • Overview
    • Quickstart Guide
  • 🌐Services
    • Sales Site Builder
    • Global Payments
    • Subscription Management
    • Onboarding Quizzes
    • Web-To-App
  • 🚀Getting Started
    • Adding A Project
      • Create A New Project
      • Project Settings
      • Payment Methods Configuration
      • Adding Social Login
    • Adding Sales Packages
      • Create A Sales Package
      • Package Settings
      • Price Settings
    • Designing Flows
      • Create A Flow
      • Configure Pages In Flows
      • Configure Languages
      • Designing Pages
      • Configuring Payment Options
      • User Registration Options
      • User Activation Options
      • Review Process
    • Managing Sales Sites
      • Create A Sales Site
      • Configuring Site Content
      • Domain Configuration
      • Configuring Integrations
      • Site Activation
      • Site Statistics
  • ⚙️Integrations
    • Webhooks
      • Subscription Status
      • Payments
      • Quiz Responses
      • Refunds
      • Registered Users
    • Google Analytics
    • Ad Platforms
    • Custom Integrations
    • Login SDK
    • API Services
      • Subscription Status Inquiry
      • Payment History Inquiry
      • Transaction Refund
      • Payment Transaction Inquiry
        • Payments Status Codes
      • Package Upgrade/Downgrade
  • 👫Customers
    • Tracking Subscribers
    • Tracking Payments
    • Cancellations and Refunds
  • 🔐Account
    • Account Settings
    • Users and Access
    • Payments and Pricing
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  1. Account

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:

Account Owner
Account Admin
Project Admin
Operator
Reporter

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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Last updated 1 year ago

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