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Add users and assign roles

Work in progress

This guide is an outline — the Zynka team is completing it. The structure below shows what it will cover.

What this does​

Invites your team into Zynka and controls what each person can see and do. In our Acme example: Rohan gets a dispatcher role, Arjun and Sneha are field engineers (they use the engineer portal, not the company portal), and Meera gets access to invoicing.

Who can do this​

Company Admin.

Before you begin​

  • Work email addresses for everyone you're inviting
  • A rough idea of who needs which access — you can refine roles later

Steps​

Screenshots pending — will be captured from the Acme Field Services demo company.

  1. TODO: Inviting a back-office user and choosing a role.
  2. TODO: Creating a field engineer (engineer portal access).
  3. TODO: What each built-in role can do.
  4. TODO: Seat limits by subscription plan.

Verify it worked​

  • TODO: The invited user receives the email and can log in with the expected access.

Common mistakes​

  • Permission changes don't apply until the user logs out and back in. Permissions are read at login, so after changing someone's role, ask them to re-login.
  • TODO