The Manage Admin Users section allows you to control who holds the “Keys to the Kingdom” for your Zenphi Organization.

This dashboard lists every individual who has elevated privileges to access the Admin Portal. From here, you can audit the list of administrators (viewing their First Name, Last Name, and Email) and manage their access rights.

💡 Crucial Concept: Account vs. Workspace Administration

Before adding new users, it is vital to understand the difference between an Account Administrator (Portal Admin) and a Workspace Administrator.

• Account Administrator (This Role):
• Has access to: The Admin Portal (this site).
• Can do: Create new workspaces, delete workspaces, manage quotas, and invite other Account Admins.
• Does NOT automatically have access to: The contents of your workspaces.

• Example: An IT Director might be an Account Admin to oversee billing and compliance, but they cannot open the “HR Workflows” workspace or see sensitive employee data unless they are explicitly invited to that specific workspace.

• Workspace Exception:
• If an Account Admin Creates a new workspace, they are automatically assigned as the Owner and given full access (Admin, Designer, Viewer roles) to that specific workspace.

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Adding an Administrator

To grant a colleague high-level control over your organization’s Zenphi environment:

1. Click the Add Administrator button.
2. Enter their details:
   • First Name
   • Last Name
   • Email Address
3. Click Add.

Result: The user is immediately granted permissions. They can now navigate to https://admin.zenphi.io and log in to begin managing the account.

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Removing an Administrator

If a team member changes roles or leaves the procurement/IT department, you should revoke their Portal access immediately.

1. Locate the user in the list.
2. Click the Remove button.
3. Confirmation: You will see a prompt: “You are about to remove [email] as an administrator of this Zenphi account. Are you sure you want to proceed?”
4. Confirm the action.

⚠️ Critical Offboarding Note: Removing Access Completely

Removing a user from this Admin Portal list ONLY revokes their ability to manage the Account settings (Quotas, Billing, Creating Workspaces).

It does NOT remove them from the individual Workspaces they are already a member of.

If an employee is leaving the company entirely, you must take two additional steps to ensure security:

1. For Standard Workspace Members:
   • You must log into each specific workspace they were a part of.
   • Go to Workspace Settings > User Management and remove them from the User List manually.
2. For Workspace Owners:
   • If the user was the Owner of any workspace (usually because they created it), you cannot simply remove them. A workspace must always have an owner.
   • Action Required: You must transfer ownership to another user.
   • How to do this: Please contact Zenphi Support immediately. Click the Green Chat Button in the bottom-right corner of the screen and request an “Ownership Transfer” for the specific workspaces. Our support team will handle this sensitive modification for you.

Conclusion

Managing your list of Account Administrators is a critical component of your organization’s security posture. Because these users hold the power to create, delete, and regulate your entire automation infrastructure, this list should be audited regularly to ensure only active, authorized personnel have access.

By understanding the distinct separation between Portal Access (Infrastructure) and Workspace Access (Data), you can confidently scale your operations. You can give IT leaders the high-level control they need to manage resources, without violating the principle of “Least Privilege” regarding the actual business data inside your flows.