Adding Team Members

As a Zena admin, you can invite your team to join your company account. Team members will have access to create projects and view transactions related to their projects. 

To invite a new team member, follow the instructions outlined below:

1. Log in to Zena and navigate to Settings on the left navigation bar.
2. From the dropdown, select Team.
3. On the right-hand page, type in the email address of the team member you would like to add to your account in the textbox. You may select to add them as a Team Member, Admin, or Bookkeeper.
4. Once you're ready to invite them to your team, select Send invite.

Once a team member is added, they'll receive an email to sign up for Zena. Have your team member follow the prompts when signing up, including adding their name, birth date, and phone number.

Getting Your Team Member Started

Once your team member joins the Zena team account via your invitation, they can initiate projects and create business expense cards directly within their account. Account admins will be notified through emails and SMS messages, and they can approve or reject each team member's requests for new cards and projects.

Once a team member is added, they'll receive an email inviting them to join your company’s Zena account. Have your team member follow the prompts when signing up, including adding their name, birth date, and phone number.