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      Managing Team Members

      In this article, learn how to manage team management in the Zūm Portal.

        Adding a team member


        Resending an invitation


        Deleting a team member

         

        You can assign the following roles to a team member


        Customer Admin: has admin access, including creating users and transactions


        Customer Read Only: has read-only access only, but cannot edit or create 


        Customer Admin Support: has admin access, but cannot create, manage, or delete team members


        Customer Team Management: has read-only access, but can create, manage, or delete team members

         


        Note: all team members with an admin role will have the same level of access and will be able to manage the team. 
        Note: Customer Admin and Customer Admin Support, have access to the Integration Codes.


        Adding a team member


        Only Customer Admin and Customer Team Management can perform this action. The system does not accept duplicate emails.

        1. Log in to your portal
        2. Click on Settings > Team > Add New Member
        3. Add the email address of the team member to invite
        4. Select their role from the dropdown menu
        5. Click on Save

        Once you click save, the team member will receive an email invitation to activate their account. Their user name, role, and creation date will appear in the team management list with the status Waiting Activation.


        Once the team member confirms the invitation the status in the team management list will change to Activated.

        Resending an invitation 


        If a team member did not receive their original invitation you can always send a new one. Only Customer Admin and Customer Team Management can perform this action on team members whose status is Waiting Activation.

        1. Log in to your portal
        2. Click on Settings > Team 
        3. Find the name of the team member to whom you want to resend the invitation
        4. Click the vertical ellipsis next to their status
        5. Select Resend activation e-mail

        Once completed, the team member will receive a new email invite.

         Deleting a team member


        Only Customer Admin and Customer Team Management can perform this action on any team member except themselves.

        1. Login to your portal
        2. Click on Settings > Team 
        3. Find the name of the team member you want to delete
        4. Click the vertical ellipsis next to their status
        5. Select Delete
        6. A confirmation popup will appear, click Confirm

        Once completed, the team member will be deleted from the Portal.