Help center
Team & Roles
Invite teammates, set roles, and manage multiple organizations.
All topics
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Invite and manage your team.
Invite teammates by email, grant each person a role per organization, change roles, remove members, and revoke pending invitations from the Team page.
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The built-in roles and what they can do.
Understand Zurvo's four built-in roles — Owner, Admin, Agent, and Viewer — and the owner-only actions that can never be delegated to anyone else.
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Create custom roles with the permission matrix.
Build custom roles on the Roles & permissions page: add a role, tick the exact permissions per resource, save per column, and assign it to your team.
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Work with multiple organizations.
Create and switch between organizations, each with its own dashboard and data, and understand how billing works when you run more than one.
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Look up every permission by role.
A complete reference of Zurvo's permissions, grouped by resource and mapped to each built-in role, so you can see exactly what Owner, Admin, Agent, and Viewer can do.
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