Adding Team Members

As a Zena admin, you can add as many team members as you'd like to your account. Team members will have access to create projects (with Admin approval if toggled on), view transactions related to their projects, and create business spend cards (Admin approval required with a connected bank account). 

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

1. Log in to Zena and navigate to Settings from the lower left navigation menu.
2. Company & Team (from the top tabs) will be the default view on this page.
3. Scroll down to the Team section and type in the email address of the team member you would like to add to your account. You may select to have them as a User or an Admin. Once you're ready to invite them to your team, select Add, as shown below:

3. 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.

Project, Transaction, and Alerts Settings

Setting permissions for your team members allows admins to control what team members can do on their own and what you require from team members as they use Zena.

To set your permission settings, follow the instructions outlined below:

1. Log in to Zena and navigate to Settings from the lower left navigation menu.
2. Select Settings from the top tabs on this page to see all optional team Project, Transaction, and Alerts settings.
3. Toggle on/off the settings you'd like to set for all team members and set any transaction amounts in the boxes.

As you toggle the settings, they will automatically save and be active for all users.

Getting Your Team Member Started

Once your team member joins the Zena team account via your invitation, they can initiate projects, and if you have a connected Zena Card account, they can create business spend 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.