Organization & Team Setup
Inviting Team Members
How to invite team members to your Zelosify organization and assign them roles.
Who Can Invite?
- Admins can invite anyone and assign any role
- Vendor Managers can invite vendors (Vendor role only)
How to Invite Team Members
- Navigate to Settings → Team → Members
- Click "Invite Member"
- Enter the invitee's email address (or multiple, comma-separated)
- Select a role:
- Admin — Full system access including user management and billing
- Vendor Manager — Contract management, vendor lifecycle, AI features
- Hiring Manager — Resource requests review, talent management
- Business User — Resource request submission, limited view access
- Optionally assign to a department
- Click "Send Invitation"
Bulk Invitations
- Click "Bulk Invite" to upload a CSV file
- CSV format:
email, role, department - Maximum 100 invitations per batch
- Download the template CSV for the correct format
Invitation Status
| Status | Meaning |
|---|---|
| Pending | Invitation sent, not yet accepted |
| Accepted | User has activated their account |
| Expired | 72 hours passed without activation (can be resent) |
| Revoked | Admin cancelled the invitation |
Managing Invitations
- Resend: Click the refresh icon next to a pending invitation
- Revoke: Click the X icon to cancel a pending invitation
- Change role: Must revoke and re-invite with the new role (or change after acceptance)
Vendor Invitations
Vendors receive a specialized invitation that:
- Grants them access only to their own vendor portal
- Shows only contracts and SOWs assigned to them
- Provides timesheet submission access (if applicable)
- Does not expose other vendor or internal data