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Manage your team

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Manage your team 

Learn how to add team members to your Zonos account and configure permission levels.

Manage and invite new team members 

To view your team settings:

  1. Log in to your Zonos Dashboard account.
  2. Click on Settings in the left sidebar.
  3. Click on Team under the “Account” section.

To invite your team members and give them access to Zonos Dashboard:

  1. Log in to your Zonos Dashboard account.
  2. Go to SettingsTeamAdd team member.
  3. Enter your team member’s email and name.
  4. Select the permission level you wish to grant your team member's account.
    1. Select which department your team member is in (optional).
  5. Click Send invite. An invitation with a link for your team member to set up their Zonos account will be sent to the email address you entered.

Types of permissions and access 

Each user access level includes the selected level’s permissions and everything above it.

User typeDescription
VIEWEROnly allowed to view information.
MANAGE ORDERSThe above permission plus view and edit Zonos Checkout orders. This permission does not impact users on Quoter, Landed Cost API, or the Landed Cost plugins.
MANAGE CARRIERSThe above permissions plus edit shipping rates and settings for the Landed Cost, Checkout, and Quoter
BILLINGThe above permissions plus modify billing, finance, and accounting-related information.
ADMINThe above permissions plus access to all settings, setup features, and billing.

Update user information, permission level, and access 

To update an invited team member’s information at any time:

  1. Log in to your Zonos Dashboard account.
  2. Go to SettingsTeam.
  3. From the Team settings page, you will see a section labeled Team members.
  4. Click on the user you would like to edit from the list.
  5. From here, you can edit user details, such as their name, email, and permission level. You can additionally send them a password reset email from here.

To give team members account-specific access:

  1. In the “Allowed accounts” section you can select the team member and respective accounts you want to allow them to have access to.

To remove a user’s access from your Zonos account:

  1. Log in to your Zonos Dashboard account.
  2. Go to SettingsTeam.
  3. From the Team settings page, you will see a section labeled Team members.
  4. Click on the user you would like to remove from the Team members list.
  5. Click Delete team member found at the bottom of the page.

Next steps