Zavon

Invite your team

You invite people from each app’s Users screen and choose their role there. The invitation email comes from Zavon Accounts and signs them in — no password needed. You can only give roles you hold yourself.

Pages

  1. Open Users

    In the sidebar, under People, choose Users, then Invite to organisation.

  2. Who and what

    Enter their Email, a Name (optional) and a Role. A role that leads a location also asks for the Location.

  3. Send

    Choose Send invitation. To take access away later, use Remove access in the members list.

Reach

  1. Open Users

    In the sidebar, under Setup, choose Users, then + Invite user.

  2. Send

    Enter their Email, a Name (optional) and a Role, and choose Send invitation. Remove access takes it away.

Shop

  1. Open Users

    In the sidebar, under Setup, choose Users, then Add user.

  2. Who and what

    Enter an Email (paste several to invite them all), a Name (optional) and a Role, then choose Review.

  3. Send

    Check the changes and choose Send invitation. Each person’s row offers Resend invitation, Change role and Remove access.

HR

Open Settings, choose Open members on the Members card, and choose Invite teammate. Pending invitations can be sent again with Resend or withdrawn with Revoke.

Good to know

Invitations last seven days. Giving someone organisation-wide access may ask you to confirm it is you first — see Roles and access.