How to Add, Delete Users, and Manage Permissions?

As your team grows, managing access is essential. ZEPIC's Roles and Permissions allow owners and admins to securely invite new members, assign roles, and revoke access as needed.

Role-based access gives each team member a workspace tailored to their expertise. Your marketers access powerful campaign tools without navigating billing dashboards. Your support team manages customer conversations without encountering complex automation builders. Everyone operates with clarity and speed.

By assigning the appropriate role, you ensure every team member has the exact capabilities they need to excel. This structured approach also safeguards customer information and maintains data integrity across your organisation.

1. How to Invite a New User

You can invite new team members to your ZEPIC account via email.

1. Go to Settings: From your ZEPIC dashboard, navigate to Settings >General > User.

2. Start Invitation: Click the option that says ‘Create User'.

3. Enter Details: Enter the new team member’s Email Address and Name.

4. Assign a Role: Select the appropriate role from the dropdown menu (Admin, Manager, Author, Support, or Analyst).

Tip: Choose the role that grants the least amount of access necessary for their job to maintain security.

5. Send Invite: Click 'Invite'.     

The user will receive an email link to set up their password and log in.

2. How to Manage a User's Role and Permissions

You can update a user's role at any time, and their permissions will update instantly.

1. Go to Settings: Under ‘General’ select Users.

2. Find the User: Locate the user you wish to modify in the list of active team members.

3. Edit Role: Click the Edit (pencil) icon next to their current role.

4. Change Role: Select the new role from the dropdown menu (e.g., changing an 'Author' to a 'Manager').

5. Save Changes: Click 'Save'.

3. How to Delete (Remove) a User

Removing a user instantly revokes all their access to the ZEPIC account.

1. Go to Settings: From your ZEPIC dashboard, navigate to Settings >General > User.

2. Find the User: Locate the user you need to remove.

3. Initiate Deletion: Click the Remove option next to their name.

4. Confirm Removal: A confirmation box will appear. Click 'Delete' to permanently remove the user and revoke their access.

Important Notes on Deletion:

• You cannot delete the account's primary Admin without first assigning the Admin role to another user.

• Deleting a user does not delete content they created (e.g., Campaigns or Templates).