Skip to main content

Manage Organisation

The manage organisation area allows you to configure how ZeetaMax works at the global level. This includes:

  • Changing organisational Account information
  • Managing Staff
  • Managing Roles
  • Managing 3rd Party Connections
  • Updating Subscription information
  • Managing subscribed modules
  • Accessing ZeetaMax invoices

The manage organisation can be found under "ZeetaMax Account" > "Organisation Account". To access this menu, you must have the "Manage Organisation" permission. The person who created the ZeetaMax account will have this permission, and this permission can also be deleted to others.

Menu

Account​

The organisational account information consists of:

  • The company name
  • The primary email address - this will be used for any communications regarding your ZeetaMax account
  • Billing email address - this is where invoices will be sent
  • Icon - A square version of your logo which should be at least 128x128px
  • Logo - The full version of you logo which may be of any dimensions but should be at least 128px in the smallest dimension

Organisation

Staff​

The staff page allows you to:

  • Assign Staff roles and grant them access to modules. Staff are classified as the Staff listed within your WorkflowMax account. New staff need to be invited to ZeetaMax.
  • Disable/Enable staff. User accounts are never deleted from ZeetaMax, instead they are disabled. Disabled users will only show in the list if the "Show disabled users" option is selected.
  • Invite Non-workflow max users. These are additional people who need access to your ZeetaMax account that are not staff. These could be advisors or contractors.

Organisation Organisation

Roles​

ZeetaMax uses roles to grant access to resources. Roles are assigned permissions, and users are assigned roles.

Organisation Organisation

Connections​

This allows you to connect your ZeetaMax account to 3rd party accounts. At this stage ths only option is WorkflowMax, however this list will be added to in future.

Organisation

Subscription​

Update your subscription information. This will include your payment details and billing period.

Subscription

Modules​

Change which modules you are subscribe to, and number (for individual-based modules).

Modules

Invoice​

Access past invoices for your ZeetaMax subscription

Modules