In short: Invite, edit and remove the people who can access your Organisation from Settings > General > Users.
Understanding user management
Keeping your user list up to date makes sure the right people can see and act on your brand protection results, and that people who've moved on no longer have access.
To invite, edit or remove users from your Organisation, you need an Admin, Validator (Client) or Manager (Brand Partner) role. If you don't have one of these roles, contact your Corsearch Brand Partner for support.
Learn more: User Roles & Permissions
1. Add a user
Use this to give a colleague access to Zeal.
Go to Settings > General > Users and select the + icon.
Add the user's email and select the right role from the dropdown.
The user receives an email with a link to join Zeal and, if they're a new user, to set their password.
Tip: If you're inviting someone who already uses Zeal 2.0, their email appears in the dropdown, so you can select it instead of typing it.
Learn more: User Roles & Permissions · Reset Password
2. Edit a user
Use this to change a user's details or role.
Click the pen icon next to the user.
Make your changes and click Save.
Learn more: User Roles & Permissions
3. Remove a user
Use this when someone no longer needs access to your Organisation.
Click the pen icon next to the user.
Click Remove user.
Note: Removing a user takes away their access to this Organisation only. If they have access to other Organisations, their account stays active.
Learn more: Programs & Organizations
Quick reference
If you want to know… | Look at… |
Whether you can manage users | Understanding user management |
How to invite a colleague | 1. Add a user |
How to change someone's role | 2. Edit a user |
How to take away someone's access | 3. Remove a user |
What each role can do |