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Manage your team​

Need help managing your Zip account? You can easily invite team members and assign them specific roles to control what they can access. Whether it’s your finance team, support staff, or developers, you’re in charge of assigning the right permissions for each member!

Invite a team member​

  1. Go to the Settings > Team page in your Zip dashboard.
  2. Click the New member button.
  3. Enter the email address/es of the team member/s you want to invite.
  4. Select the appropriate role to control what they can access. This allows you to restrict or grant permissions based on their role in your business.
  5. Click Invite to send the invitation. Your team member will receive an email with a link to join your Zip account.

Invite team

And that’s it! You’ve successfully invited your team member to your Zip account. 🎉 They’ll be able to log in with their assigned role and start helping you manage your payments.