Team Management

Invite team members, assign roles, and manage access permissions.

1 min readUpdated 2025-12-01

Inviting Team Members

To add team members to your ZentBill account:

  1. 1Go to Settings > Team from the sidebar
  2. 2Click 'Invite Member'
  3. 3Enter their email address
  4. 4Select a role: Admin, Manager, or Staff
  5. 5Click 'Send Invite'
  6. 6They'll receive an email invitation to join your company

Understanding Roles

ZentBill has three roles with different access levels:

  1. 1Owner — full access including billing, company deletion, and role management
  2. 2Admin — full operational access but cannot manage billing or delete the company
  3. 3Manager — can manage day-to-day operations (sales, purchases, inventory) but cannot access settings or team management
  4. 4Staff — limited to POS, invoice creation, and basic inventory operations
Warning:Only the account owner can transfer ownership or delete the company. Choose roles carefully.
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