User Management: Adding and Editing Users and Teams

General Platform User Management

Users who have the Client Admin role may create, edit or deactivate users. Only Zencity staff can grant this role to client users. If you believe you should have the ability to manage the users on your organization's account, please reach out to your Customer Success Manager and they may assign you the Client Admin role. 

Inviting New Users

Client Admins can invite new users to the platform by following these steps:

1. Go to the "Settings" section using the bottom section on the left navigation pane.

2. Click on "Users & Access Management."

3. To add a single user, click on the "New User" button. Fill out the form with the user’s First Name, Last Name, and Email Address (you can also include a specific Team). Deselect any products the user should not have access to and click save.

4. If you are adding multiple users at once, click on the "Invite Multiple Users" button and add the email addresses needed for users. Deselect any products this user group should not have access to and click invite.

A welcome email will be sent to the user with a link to verify their email address and create a password.

Important Notes:

• Users must verify their email before they can access the platform.

• Ensure the email address is entered correctly to avoid issues with account setup.

• If you do not see the "User Management" tab, it is because you are missing the relevant permissions. Reach out to our support team for further assistance.

Editing a User

To update an existing user’s information:

1. Navigate to "settings" section using the bottom section on the left navigation pane.
2. Move to the "User Management" tab, and click the "Edit" button associated with the user's name. 
3. Update the "User Management" form as needed. The user's First Name, Last Name, Email Address, Products Access can be updated.
4. Click "Save."

Deactivating or Reactivating a User

To deactivate a user’s account:

1. Go to the "Settings" section on the left navigation pane.

2. Click on "Users & Access Management."

3. Click the Deactivate button next to the user’s name.

To reactivate a user:

• Click the Activate button next to their name.

Using Teams to Manage User Access

Teams help you manage access for multiple users more efficiently. Instead of assigning permissions user-by-user, you can create Teams and assign access to an entire group in a single click.

How to Create and Manage Teams

1. Navigate to the "Settings" section using the bottom section on the left navigation pane.

2. Move to "User Management" and click on the "Teams" tab.

3. Click "New Team," give your team a name, and add the relevant users.

Once created, the team is ready to use.

Where You Can Use Teams

• Organic Publishing – Assign access to official social media profiles to an entire team.

• Reporting – Share reports with a team so all team members can view them.

• Report Templates – Share report templates with a team and allow all team members to receive automated report schedules.

Assigning Access Using Teams

When managing access throughout the platform (e.g., while sharing a report or setting publishing permissions):

• Select the relevant Team from the user picker.

• All users in that team will automatically receive access to the selected item (e.g., report, template, custom topic (formerly called projects).

Using Teams makes it faster and easier to manage user access—saving time and ensuring consistency and transparency across your Zencity modules.