Frequently asked questions

Work in progress

More questions are being added as they come up in support.

I changed a user's role but nothing changed for them

Permissions are applied at login. Ask the user to log out and log back in — the new role takes effect immediately after that.

I enabled an add-on but can't see it

Same reason as above: after an add-on or feature is enabled for your company, users must log out and back in to pick it up.

Emails from Zynka go to my customers' spam folders

If you're on the default shared sender, some strict mail providers may filter these. The fix is to send from your own address with your domain's SPF/DKIM set up.

Can my customers use Zynka without creating an account?

Public links — web form submissions and e-signature requests — need no account. The customer portal (tracking jobs, viewing invoices) requires a login, which you send as an invitation.

How do I get my data out of Zynka?

List screens offer export options for the data they show. TODO: full export/backup guidance.