Adding users to your account is super easy, but there are important details to keep in mind.
Included in this article:
2. Adding Users to Zeck
To add team members to your Account:
- Navigate to the People page from your Homepage
- Click Invite People
- Enter email address(es) & click Invite
- This will trigger an email prompting them to set up an account
- If you are adding a user who is going to only be a viewer and you DO NOT want that particular user to receive an email from Zeck, check the Don't Send Email invitations box before you click Invite. Instead, they will then be prompted to use the magic link process when they are sent the Zeck to view.
Worth Mentioning:
- User types - the default user type is "Member" with the option to upgrade to an "Admin"
- Be selective with your Admins. They can see everything in your account, create new Zecks, add/remove people, and record votes
- Invitation reminder - if you sent an initial invitation but can see that the user didn't set up their profile, you can resend their invitation. To do so, simply click the user type drop down and scroll down to resend the invitation. This will send them another invitation to set up a profile in Zeck.
👋 Need more help? Reach the Zeck Customer Success Team directly at success@zeck.app.