Secondary User Management

In this section, you can invite other users to access your ZonWizard account and manage their access permissions.

You can access this section from the User Menu >> Manage Users

User Menu

manage secondary users

Invite Secondary User

To invite another user to manage your ZonWizard account, go to the section from User Menu >> Manage Users, click on the “Invite User” button, and enter the required information:

• Email: the email of the user you want to invite to access the ZonWizard account

• Accounting Tool Permission: activate the checkbox if you want the user to access all sections of the accounting tool.

• Profit Tool Permission: activate the checkbox if you want the user to access all sections of the profit tool.

• Analytics Tool Permission: activate the checkbox if you want the user to access all sections of the analytics tool.

invite user

By clicking the invite button, the user will receive an email with instructions to complete the connection with your account.

To invite a secondary user, you must activate at least one of the permissions.

Resend Invitation

If the user has not received the invitation email, you can resend it by clicking the email icon in the invitation row.

resend invitation

Cancel Invitation

If an invitation is pending acceptance, you can cancel it by clicking the trash can icon in the invitation row.

cancel invitation

Manage User Permissions

You can manage the permissions of secondary users by accessing the section User Menu >> Manage Users

Modify Permissions

To modify the permissions assigned to a secondary user, click on the pencil icon in the “Actions” column.

Remove Secondary User

To remove a secondary user, click on the trash can icon in the “Actions” column.