Users & Access
The Users & Access section lets you manage team permissions across your Zotlo organization. You can invite teammates, assign roles, restrict access to specific projects, and update or remove users at any time.
Zotlo supports organization-level and project-level access control, allowing you to create a secure and collaborative workspace.
Inviting Users
You can invite teammates in two ways:
1. Organization-level invitation
The user joins your entire organization and can be assigned roles across all projects.
2. Project-level invitation
The user is added only to selected projects and roles apply only to those projects.
After sending an invitation, you can update the user's role or remove access directly from the Users & Access page.
Roles & Permissions
Zotlo includes five predefined roles. Each role defines which actions a user can perform across projects and account settings.
Role Overview
Account Owner
The owner of the Zotlo organization. Has full permissions. This role exists only for the account creator and cannot be changed.
Account Admin
Has the same full permissions as the Account Owner. Can manage all projects, users, billing, and account-level settings.
Project Admin
Manages the projects they are assigned to. Can edit settings, checkout flows, products, subscriptions, and configurations for those projects.
Operator
Performs operational tasks (e.g., refunding payments, managing subscriptions) for assigned projects, but cannot edit project configuration.
Reporter
Read-only access to financial reports and analytics for assigned projects. Cannot make changes.
Permission Matrix
Below is a simplified permission model to help you understand what each role can do.
Create/Delete Project
Manage Project
Manage Checkout
Manage Sales Flows
Manage Package Prices
View Traffic & Conversion Statistics
View Revenue Reports
Subscription Management
Refund
Financials/Billing
Account Management
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