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Manage your team

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Manage your team

Learn how to add team members and configure permission levels.

Adding your team to Dashboard with the correct permissions will empower them to view and edit information as required, while safeguarding sensitive data. Additionally, if you have multiple stores with Zonos, you can log in once and conveniently switch between them to manage all stores efficiently.

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 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

Invite a team member to access Dashboard 

Only a team member with admin permission can give Dashboard access to another team member. To invite a new team member:

  1. Go to Dashboard → SettingsTeam.
  2. Click Add 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. Optional — Select which department your team member is in.
  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.

For security reasons, Zonos employees are not allowed to create new team members or change permission levels. If all admin users are no longer with your company, please ask your IT department to get access to a previous user's password reset email to allow you to make edits as needed.

Update a team member’s information 

To update a team member's name, email, or permission level:

  1. Go to Dashboard → SettingsTeam.
  2. Select the user you would like to edit from the list of Team members.
  3. Edit team member details as needed.
  4. Click Save.

Give a team member access to multiple Dashboard accounts 

If your organization has more than one account with Zonos, you can add additional account access to an existing team member by following the steps below:

  1. Go to Dashboard → SettingsTeam.
  2. Click on the team member you want to allow to view multiple stores in Dashboard.
  3. Scroll down to Allowed accounts and click Add by account ID.
  4. Type the store ID of the store that you want to let this team member access into the Account ID field.
  5. Click Add.
  6. Click Save allowed accounts.

Toggle between Dashboard accounts 

When a team member has access to multiple Dashboard accounts, they will have the ability to log in once and then toggle between the different accounts. To switch from one account to another:

  1. Click on your name in the bottom left of Dashboard.
  2. Select Click to switch.
  3. Select the name of the store whose Dashboard you want to view.

Remove a team member's access to a single Dashboard account 

To remove a team member's access to a single account, while retaining their access to other accounts, follow the steps below:

  1. Go to Dashboard → SettingsTeam.
  2. Click on the team member for which you want to remove access to a single account.
  3. Scroll down to Allowed accounts and click on the account that you want to remove access for. It will turn gray.
  4. Click Save allowed accounts.

Remove a team member's access to Dashboard 

To remove a team member's access to Dashboard entirely, follow the steps below:

  1. Go to Dashboard → SettingsTeam.
  2. Select the user for which you would like to remove access from the list of Team members.
  3. Click Delete team member at the bottom of the page.