The email address you used to register with Zixflow will be the owner and you can only use that email address to invite anyone from your company.
The users you invite will have Admin or Agent-based roles based on the permissions you select when inviting them. The owner can only change the role of the users and new users have the Agent role by default.
Inviting new members
To invite new members to Zixflow, click the Workspace name on the top left corner and select the Settings option.
Here, click the Invite People button, and in the popup, enter the user's email address, assign them to a list, manage list permissions, and module access permissions. Once done, click the Invite People button to send the invitation to the user’s email.
Managing user permissions
To manage members’ permissions, on the same Invite screen, click three dots in front of a member and select Permissions.
Enable and disable the permissions you want the members to have on the popup and once you’re done, click Save.
You can also make a member an Admin, suspend a member, or delete them from the workspace by clicking the three dots in front of their name and selecting the suitable option.
Managing teams
Zixflow enables you to add members to make an effective and consistent team. We also allow you to appoint managers who keep their team pointed toward your goal while keeping an eye on their team's progress.
To manage your teams, click the Workspace name on the top left corner and select the Settings option. Then, click the Teams option from the sidebar.
On this screen, you can create teams by clicking the Create Teams option and entering a team’s name, selecting managers, and adding members.
To manage the structure of your teams, on the Teams screen, click three dots in front of a team and click Edit. From here, you can change your team’s name, managers, and members effectively.
