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Team members

From the Team page you invite people to work on your store in the same dashboard, each with their own Zimam account and a role that decides what they can do.

To open it, click Team in the Account group of the sidebar. The page is shown only to people who can manage the team: the store owner and members with the Admin role.

Roles​

RoleWhat it can do
AdminEverything, including managing the team, Store settings, the plan, and billing.
ManagerDay-to-day work: products, orders, call center agents, and integrations. Does not see Store settings or Plans in the sidebar.
ViewerSees the store's data and cannot change anything.

Invite a member​

  1. Click + Invite.
  2. Enter the person's Email and choose a Role. The default role is Viewer.
  3. Click Send invite.

The invitation appears under Pending with when it was sent and when it expires. An invitation stays valid for 7 days. To withdraw it before it is accepted, click Revoke.

Accept an invitation (for the invited person)​

  1. Open the link in the invitation email.
  2. Sign in, or create an account, with the same email address the invitation was sent to, and confirm that address. Invitations do not show until the email is confirmed.
  3. On the Team invitations page, click Accept or Decline.

Once accepted, the store appears in the member's store list and the member moves to Active on the Team page. If the invitation has expired, ask the store owner to send a new one.

Manage members​

  • Change a role — pick a new role from the role menu on the member's row. The change applies at once.
  • Remove — the member loses access to your store and their seat is freed.
  • Re-enable — shown for members under Disabled. The member gets access back at once, with no new invitation, as long as a seat is free.

Seats​

The counter at the top of the page shows the seats in use against your plan's limit, such as 2 / 3. It shows ∞ when your plan has no limit.

  • Uses a seat: every active member, and every pending invitation that has not expired.
  • Does not use a seat: the store owner, and disabled members.

The number of seats depends on your plan. See Subscription and billing. If you are over the limit, current members keep their access, but you cannot invite anyone until you upgrade, remove a member, or revoke an invitation.

When you move to a plan with fewer seats​

If the new plan allows fewer seats than you use, Zimam asks you to choose for each member: Keep, Make viewer, or Disable. Only Disable frees a seat; a viewer still uses one. Your choice takes effect when the plan changes, and disabled members appear under Disabled.

Team members and call center agents​

Team membersCall center agents
AccountThe member's own Zimam account, with their email.An agent account you create in Call Center, with a username and password.
Where they sign inThe seller dashboard.The Call Center Portal, with the store ID, username, and password.
What they seeDashboard sections, according to their role.The orders assigned to them to confirm by phone.
LimitYour plan's team seats.Not counted against team seats.

See Call center.