Team Members

Team members are the users who have access to your team in Zenmako. This page covers how to view members, understand roles, invite new users, and manage your team's membership.

Viewing Team Members

To see all members of your team:

The members list displays:
• Name - The member's display name
• Email - The email address associated with their account
• Role - Either Admin or Member
• Status - Active or Pending (for invitations that have not been accepted)

Roles

Zenmako has two roles for team members:

Admin

Admins have full access to all team features:
• Invite and remove team members
• Change member roles
• Manage billing and subscription
• Configure and manage connections
• Delete the team
• Access all features available to Members

The person who creates the team is automatically assigned the Admin role.

Member

Members have access to use Zenmako but with limited administrative capabilities:
• Chat with AI agents
• View and run workflows
• Access the knowledge base
• View team connections

Members cannot:
• Invite or remove other members
• Access billing settings
• Configure connections
• Delete the team

Inviting Members

Only team administrators can invite new members.

How to Send an Invitation

What the Invited Person Receives

The invited person will receive an email containing:
• An invitation to join your team
• A link to accept the invitation

If they already have a Zenmako account, they can accept the invitation and immediately access the team. If they do not have an account, they will be prompted to create one before joining.

Invitation Limits

Your subscription plan determines how many members can be on your team. If you have reached your member limit, you will need to upgrade your plan before sending additional invitations.

Managing Pending Invitations

Invitations that have not yet been accepted appear in the members list with a Pending status.

Viewing Pending Invitations

Pending invitations are shown alongside active members in the members list. You can identify them by their Pending status indicator.

Cancelling an Invitation

If you need to revoke an invitation before it is accepted:

Once cancelled, the invitation link in the email will no longer work. You can send a new invitation to the same email address if needed.

Removing Members

Only team administrators can remove members from the team.

How to Remove a Member

What Happens When a Member is Removed

Removing Yourself

If you are an Admin, you cannot remove yourself from the team if you are the only Admin. You must either:
• Promote another member to Admin first, or
• Delete the team entirely (see Team Settings)

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