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Invite a Team Member to Zephr

Zuora

Invite a Team Member to Zephr

You can manage Zephr team members from the Admin User Roles section of the Admin Console. Click the person icon in the top right hand screen of the Zephr Admin Console, and then click Admin User Roles.

The Admin User Roles page displayed a list of Current User Roles, based upon the email addresses that have been added, and the Role of that User.

There are three types of Admin User:

  • Owner: This user is the main account holder, and has full access to the Admin Console
  • Administrator: These users have full access to the Admin Console, and have the ability to view and configure all settings under the Settings tab
  • Users: Unlike Owners and Administrators, Users are unable to view and configure Zephr Settings. They can, however, view and edit all items found under Identity, Entitlement Manager, Rules and UI on the left hand side of the Zephr Admin Console.

To invite a team member to the Zephr Admin Console, select Administrator or User from the Choose Role option menu and enter the email address of the person you wish to invite. Then click Invite.

The user will receive an email with an activation link.

If the User has never used Zephr before, they should click the link, then click Register and register for Zephr. Once they have completed this, they will be able to login using their newly created credentials, and their details will appear in the Current User Roles Table. Note that registration and accounts are not shared between Staging and Production, so an Admin User with an Account in Staging may not have an account within Production.

If the User has used Zephr before, they can log in after clicking the activation link. This will take them to the relevant Zephr Admin Console, which will now also appear as an option under the People icon in the top right corner.