Invite your team

Roles in Zenstep

Zenstep has three roles:

| Role | What they can do | | ---------- | -------------------------------------------------------------- | | Owner | Full access — billing, team management, all flows and settings | | Editor | Create, edit, and publish flows; cannot manage team or billing | | Viewer | Read-only — can view flows and analytics, cannot edit |

You are automatically assigned Owner when you create the organization. There can be multiple owners.

Inviting a team member

1. Go to Settings → Team in the dashboard
2. Click Invite member
3. Enter their email address
4. Select a role (Editor is the right choice for most teammates)
5. Click Send invite

The invited person receives an email with a sign-in link. When they click it, they're added to your organization automatically.

Managing existing members

From Settings → Team you can:

• Change role — click the role badge next to any member to promote or demote them
• Remove member — click the three-dot menu → Remove. Their work (flows, steps) is preserved — only their access is revoked
• Resend invite — for pending invites that haven't been accepted yet

Plan limits

The number of team seats depends on your plan:

• Free — 1 seat (owner only)
• Grow — 3 seats
• Scale — unlimited seats

If you're on a plan that limits seats and need to add more people, upgrade your plan first. See billing for plan details.

Next steps

• Set up branding so flows match your product's look and feel
• Create your first flow if you haven't yet