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Users: Create, Invite, Edit, Delete, Reactivate

Updated: Illia Khomenko Edited:
Note: You need to have owner or admin permission to accomplish the following steps
Managing your team in Zenput starts with inviting users and assigning them the right roles and permissions. This article covers everything you need to know about creating users, managing invitations, and configuring user roles to match your organization's hierarchy.

🔍 Navigate this article: 

  1. How to Create and Invite Users
  2. How to Resend an Invitation
  3. How to Assign Roles to Users
  4. How to Edit and Delete Users
  5. How to Reactivate Users

How to Create and Invite Users

After you create forms, you'll need to invite users so they can start submitting these forms to your account. You can add multiple users at the same time if they will have the same Role and Permission settings.

  1. From your Dashboard, navigate to 'Users' and click 'Add User'.
  1. In the Create Users window, enter an email address or mobile phone number to invite.
Enter Email
  1. Choose the user's Role from the dropdown menu.
Choose Role
  1. Select the appropriate Permission level for the user.
Choose Permission
  1. If the user needs to be added to a Parent Team, choose which team they should fall under.
Parent Team
  1. Click 'Invite Users' to send the invitation.
Invite Users

Tip: By inviting users, they will be able to set their password and account information themselves. If you prefer to set up passwords for users, you can accept the invitation on their behalf and enter all necessary information. Just remember to sign out of your Zenput account when doing this.

Need to add many users at once? If you have a large number of users that need to be added or invited, please reach out to your Customer Success Manager for assistance.

How to Resend an Invitation

If a user hasn't accepted their invitation, you can easily resend it. This is helpful when invitations expire or get lost in email.

Important: If a user has not accepted their invite, there is no password to reset. A password reset link will not work until they've completed the initial invitation process.

  1. From the web-app, go to Users.
  2. Search or select the name of the person that has "Invitation Sent" under Date Joined.
  3. Click on "Invitation Sent", then confirm that you want to resend the invitation. A new invite will be sent to the user.

Alternative: Complete Setup Without the Invite Email

If a user doesn't have access to their invite email, they can still complete their account setup directly from the Zenput Mobile App or mobile website.

  1. Have the user open the Zenput Mobile App or navigate to https://www.zenput.com/mobile/.
  2. Click on "Finish Setup" and enter the email address where they received the invite.
  3. Enter their personal information and desired password on the next screen.
  4. Click "Finish Setup" (not "Log In") to complete registration and sign in to the app.

Tip: If you are reactivating a user who was previously in your system, please follow the steps below on how to reactivate them.

How to Assign Roles to Users

A Role is a user's title and determines how projects and tasks are assigned. Assigning roles to your users helps Zenput reflect the existing hierarchy within your organization.

Please note: If you have two users with the same role (not counting submitters) on the same team, there may be issues when assigning tasks to managers or admins with the same role on the same team. Each team should have unique roles for non-submitter positions.

  1. From the web-app, go to the 'Users' tab in the left navigation bar.
  1. Find the user you want to assign a role to, click the 3 dots next to them and select 'Edit'.
  1. Select a Role from the drop-down menu and click "Save" to save your updates.
Assign Role

How to Edit and Delete Users

Once you've created users in your Zenput account, you can always update their information or remove them if needed. You can access these options from either the Hierarchy tab or the Users tab.

You can update a user's information, including their password, role, permission level, contact details, and more.

  1. Navigate to either Hierarchy or Users from the left navigation bar.
Hierarchy View
  1. Under users, find the user you want to edit, then click the three dots next to them and select 'Edit User'.
  1. Update any necessary information including password, role, permission level, name, address, phone number, or email.
Edit User Details
  1. Once you've completed the changes, click 'Save' to apply your updates.
Save Changes
  1. To Delete a user – click the 'Delete' button at the bottom of the user details.
Delete Button
  1. Confirm you want to delete this user by clicking 'Delete' in the confirmation dialog. The user will then be marked as Deactivated under your Users tab.
Confirm Delete
Please note: When making any edits to roles or users, keep in mind that any triggers set up will have to be edited as well.

How to Reactivate Users

If you later need to reactivate a user, follow the below steps:

  1. From your Dashboard, navigate to 'Users', open Filters, set the status to All or Deactivated
  2. Find the needed Deactivated user, click the three dots next to their name and select Reactivate. 
 
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