In this article, we’ll cover the following topics:

• How to invite Users to your Workspace and assign different roles
• Which permissions each role has
• Overview of the screens for each role

Note: The User roles feature is only available on the Pro tier and above. See our plans and pricing here.

1.How to invite Users to your Workspace and assign different roles

As the Workspace Admin, you can add your teammates to collaborate with Zenphi. Just open your Settings and click on the Users tab in the Workspace section.

How to Add Users

1. Open your Workspace Settings (the gear icon).
2. Select the Users tab from the left-hand menu.
3. Click the Invite User button.
4. Enter the user’s email address and assign their Role.
5. Note: The user will receive an email invitation (from noreply@zenphi.io) to join the workspace.

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There are three roles you can assign to a Zenphi user: Viewer, Designer, Admin

The Designer role includes Viewer permissions.

Once you create a user, Zenphi sends this user an email invitation to join the workspace (noreply@zenphi.io):

2.Which permissions each role has?

There are three distinct roles you can assign to a Zenphi user. Each serves a specific purpose in your automation lifecycle.

1. Viewer The “Consumer” role. Viewers cannot see how flows are built. They interact only with the end results, such as Dashboards and assigned Tasks.

• Best for: End users, Employees submitting forms, Executives viewing reports.

2. Designer The “Builder” role. Designers have full access to the creative studio. They can build flows, tables, and AI models, but they cannot access billing or user management.

• Best for: Automation Engineers, Developers, IT Specialists.

3. Administrator The “Manager” role. Administrators manage the account side (Billing, Users, Quotas) but do not have access to the automation assets (Flows, Tables) by default.

• Best for: Department Heads, Compliance Officers, Finance Managers.

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Permissions Reference Matrix

The following table details exactly which sections of the workspace are accessible to each role.

Feature / Section	Administrator	Designer	Viewer
Workspace Information	✅	✅	✅
Tasks	✅	✅	✅
Dashboards	❌	✅	✅
Recycle Bin	✅	✅	❌
Tables	❌	✅	❌
Flows	❌	✅	❌
AI Models	❌	✅	❌
Connections	❌	✅	❌
Recent Runs	❌	✅	❌
Vault	❌	✅	❌
Email Templates	❌	✅	❌
Users Management	✅	❌	❌
Audit Logs (User Actions)	✅	❌	❌
Subscription & Payments	✅	❌	❌
Invoices	✅	❌	❌
Quotas & Usage	✅	❌	❌
Flows Error Handling	✅	❌	❌
Task Assignment Settings	✅	❌	❌

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Important Notes on Settings Access

While “Settings” is a broad menu, access is restricted based on the user’s role:

General Information (Accessible to All) Every user (Viewer, Designer, and Admin) can view the General tab in settings. This includes:

• Workspace Name, ID, and Region location.
• Owner information (so they know who to contact).
• High-level active user counts.

Restricted Management (Admin Only) Only users with the Administrator role can access the critical management tabs:

• Users: Adding or removing team members.
• Billing: Managing Subscriptions, Payment Methods, and Invoices.
• Quotas: Viewing detailed Flow Run usage reports.
• Global Flow Settings: Configuring default Error Handling addresses.
• Danger Zone: Leaving or Deleting the Workspace.

3.Overview of the screens for each role

👀 Viewer workspace screens

Main screen:

Inside the App

Inside the Settings

👀 Designer workspace screens

Main screen

Inside the App

Inside the Settings

👀 Admin workspace screens

Main screen and Apps are the same as designer.

Inside the Settings

If you have any questions, do not hesitate to ping us in chat! We’ll be happy to assist 😊