How To Manage User Roles And Access Scope

Objective

Set each workspace user's ZenOps permissions and, when needed, restrict a BPO User to selected vendors and brands.

Before you begin

You need the Admin role to manage workspace users. Choose a role that gives the person the access required for their work.

Resolution

1. Open Settings, then select Users and find the person in the user list.
2. Select the edit control in that person's row.
3. Choose the role that fits the person's responsibilities:
   • Admin has full workspace control, including user management, integrations, billing, and company settings.
   • Manager can manage operational work but cannot manage users or roles, billing, or company-wide settings.
   • User has standard read and work access across the workspace.
   • BPO User is limited to assigned BPO vendors and brands.
4. If you selected BPO User, choose the allowed BPO vendors. Optionally narrow Brand access to specific brands; leaving the default includes all brands in the selected BPO vendors.
5. Review the role and access scope, then select Update User.

Workspace roles control access across ZenOps. They do not assign a person to a workforce team.