Collaborating with your team in ZooTools is easy! Inviting team members to your workspace allows them to join your projects, manage campaigns, and work together in one place. This guide will walk you through the steps to invite team members and manage their access.

Steps to Invite Team Members

Step 1: Go to Team Members Settings

• Log in to your Zootools account.
• In the left panel of your dashboard, click on “Settings.”
• After going to the Settings section, choose the Team Members tab, you’ll find the section to manage your team.

Step 2: Invite Team Members

• Click the “Invite Team Members” button.
• You’ll be presented with a unique invitation link.
• Copy the Link and send it to the team members you wish to invite.
• Team members can use this link to join your workspace.

Step 3: Assign Roles and Permissions (Optional)

• After inviting your team, you can assign specific roles and permissions.
• Edit Access: Customize each team member’s level of access, such as admin or member, depending on their role.
• Assign Tasks: Depending on their access level, team members can assist with creating campaigns, managing contacts, or handling billing.

Step 4: Manage Pending Invites

• If you’ve sent invites, you can manage them by viewing pending invitations under the same Team Members tab.
• You can resend or delete invites if necessary.

Step 5: Confirm Your Team Member’s Access

• Once your team member clicks the invite link, they will be asked to sign in or create an account if they don’t have one.