Adding My Team
Now that you're logged in, you can start inviting your team to join in.
Who is my Team?
Your team is anyone at your organization that will be using Zoey. To start you will want to invite anyone that will be helping with the Administration/Setup and participating in the Implementation Program. But eventually your team will grow to include your Sales Reps, Customer Support and Marketing personnel.
Identifying your Team’s Roles & Responsibilities
• Project Lead — your day-to-day point person, runs the status cadence
• ERP/IT Lead or NetSuite Administrator — owns credentials, signs off on field mapping, grants sandbox access
• Product Manager — owns product structure and categorization
• Marketing & Design — owns theme design and email content
• Sales Manager / Customer Success Lead — owns accounts, CRM, pricing, and sales rep structure
Adding Users
Once you are logged-in to the Zoey Web Admin, Navigate to Team > Create New User. Enter an Email Address, then select from our pre-built Roles and click Send Invitation. This will send your teammate an email with a link to set their password and log-in to Zoey.
Learn More About User Roles & Permissions
By default, an Admin role has access to everything in Zoey including overriding customer rules and permissions for checkout. It is advisable to set User Roles and Permissions for your Zoey users.
[Learn about User Roles, Permissions, Features, Restrictions and more] (https://support.zoey.com/docs/creating-additional-control-panel-users) <- This link will take you to the Zoey Support Knowledge Base
ALMOST READY FOR MODULE #1
Click the link below to start reviewing the Data & Requirements to begin your Implementation Program with Module #1.
Updated 3 days ago