Users, Roles & Invitations

Where: Company → Users & Roles (Company Admins only).

Inviting someone

1. Click Invite user, enter their email and choose their role.
2. ZAPTIZ emails them a personal invitation link.
3. They open the link, set their password, and verify their email with a 6-digit code.
4. They're in — with exactly the sidebar their role provides.

Invitations beat shared logins

ZAPTIZ enforces one active session per user — two people on one account will constantly sign each other out. Seats exist for a reason: invite everyone individually and the audit trail stays honest.

Invitations expire for safety — re-send from the same page if one lapses.

Managing existing users

• Change a role — takes effect on the user's next page load.
• Deactivate a leaver — they can no longer sign in, but everything they did remains attributed to them.
• Watch the plan seat limit — see Plans if you need more seats.

Who should have which role?

See the cheat-sheet in Roles & Permissions. When in doubt, give the narrower role — permissions are easy to widen later.