Users

WebWorkstation

The Users page is where administrators manage the people who have access to your ZynoSuite tenant. From here you can create new accounts, assign roles, grant direct permissions, and deactivate users who should no longer have access.

Viewing the User List

The Users page displays a table of all user accounts in your tenant. Each row shows the user's name, email address, assigned roles, and current status (active or inactive). You can search and filter the list to locate specific users.

Creating a New User

To create a new user:

1. Click the Add User button.
2. Fill in the required fields:
   • First Name and Last Name
   • Email Address — this serves as the user's login identifier
3. Optionally configure additional settings during creation:
   • Assign one or more roles to grant a baseline set of permissions
   • Mark the user as an admin to give them full unrestricted access (see below)
4. Save the new user.

The user will receive an email with instructions to set their password and complete their account setup. If your tenant uses Identity Providers (SSO), users who authenticate through an external provider do not need to set a ZynoSuite password.

Assigning Roles

Roles are the primary way to grant permissions. Each role is a named collection of permissions that can be shared across multiple users. To assign roles:

1. Open a user's detail view.
2. In the Roles section, add or remove roles as needed.
3. Save your changes.

A user's effective permissions are the union of all permissions granted by their assigned roles, plus any directly assigned permissions. For more on how roles work, see Roles.

Direct Permission Assignment

In addition to role-based permissions, you can grant or deny individual permissions directly on a user account. This is useful when a specific user needs access to something that does not warrant creating a new role, or when you need to override a permission inherited from a role.

Direct permissions are managed from the Permissions page by selecting a specific user rather than a role.

The Admin Flag

Each user account has an admin toggle. When enabled, the user bypasses all permission checks entirely and has unrestricted access to every feature in ZynoSuite, including the Admin Panel. Use this flag sparingly — in most cases, it is better to assign a role with specific permissions.

Deactivating and Reactivating Users

Rather than deleting user accounts, ZynoSuite uses an active/inactive model. Deactivating a user immediately revokes their access without removing their account or associated data (such as transaction history or CRM activity).

To deactivate a user:

1. Open the user's detail view.
2. Toggle the user's status to Inactive.
3. Save your changes.

The user will no longer be able to sign in. To restore access later, toggle the status back to Active. All of the user's roles, permissions, and associated data remain intact through deactivation and reactivation.