When you invite a user to your Zazu account, you assign them a role.
Each role defines what that member can see, do, and manage in the dashboard.
Here’s a full overview of roles, permissions, and prerequisites.
Action/Role | Viewer | Contributor | Manager |
Prerequisites |
|
|
|
Verified phone number | X | X | X |
KYC required |
| X | X |
General |
|
|
|
View support | X | X | X |
View session history | X | X | X |
Switch organisations | X | X | X |
Beneficiaries |
|
|
|
Create beneficiaries |
| X | X |
Edit beneficiaries |
| X | X |
Dashboard |
|
|
|
View dashboard | X | X | X |
View quick buttons |
| X | X |
View tasks |
|
| X |
Settings |
|
|
|
Edit Personal Settings | X | X | X |
Receive Notifications | X | X | X |
View Business Settings |
|
| X |
Edit Business Settings |
|
| X |
Invite Members |
|
| X |
Transactions |
|
|
|
See transaction details (e.g. attachments) | X* | X* | X |
Export transactions | X* | X* | X |
See prepared transactions | X* | X* | X |
Prepare transactions |
| X* | X |
Prepare bulk transactions |
| X* | X |
Add analytics label |
| X* | X |
Upload attachments to transactions |
| X* | X |
Authorise transactions |
|
| X |
Add funds |
|
| X |
Accounts |
|
|
|
See account balance/details | X* | X* | X |
Open new account |
|
| X |
Invoices |
|
|
|
Create invoices | X | X | X |
Send invoices | X |
|
|
Payment Links |
|
|
|
Create payment links |
| X | X |
Manage payment links |
|
| X |
Marketplace |
|
|
|
Access marketplace | X | X | X |
Share business data via marketplace |
|
| X |
Documents |
|
|
|
View/Download bank statements | X | X* | X |
View/Download account confirmation | X | X* | X |
View/Download proof of payment | X | X* | X |
*Some permissions are only available if the user has been granted access to the relevant bank account.