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Step 2: Assign Team Membership(s)

With the basic user account created, the next essential step is to define which team(s) this user belongs to within your Zudello organisation structure. Team membership dictates the fundamental areas and data sets the user might interact with. Permissions within those teams are handled in the next step via User Groups.

Steps:

  1. Open User Settings: If you navigated away after creating the user, go back to Organisation Settings > Users. Find the user you just created in the list and click the edit icon (pencil) at the end of their row to open their profile settings.
  2. Locate Team Settings: Scroll down the user's profile page until you find the Team settings section.
  3. Add First Team Membership:
    • Click the + (plus) icon located next to the Team settings header. This adds a new block for assigning a team.
  4. Select the Team: In the new block that appears, click the Select team drop-down menu and choose the first team this user needs access to.
  5. Ensure Active Status: Verify that the Is active toggle within this team block is turned ON. This makes the team membership effective immediately upon saving.
  6. Repeat for Additional Teams (If Necessary): If the user needs to be part of multiple teams (e.g., they work across different departments or legal entities managed in Zudello), repeat steps 3-5 for each additional team they should belong to.

What Happens Next?

You have now linked the user account to one or more teams. However, they still lack specific permissions to perform actions or see detailed data within those teams. This is handled by assigning User Groups in the next step. Crucially, do not click the main 'Update' button at the bottom of the profile page yet. Proceed directly to assigning user groups.

Next Step: Assign User Groups

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