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Business Management

Bring your team in, with exactly the access they need

Six roles and a granular permission matrix control precisely what each team member can see and do.

zorexa.ai/agency/clients
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4.8

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98%

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Overview

Team Management lets you invite colleagues and assign one of six roles — Owner, Admin, Manager, Support, Member, or Viewer — each mapped to a clear permission matrix covering reviews, replies, automation, billing, and more.

Benefits

Six purpose-built roles

From full Owner access to read-only Viewer access, roles match how real teams are structured.

Granular permissions

Fifteen distinct permissions cover everything from viewing reviews to managing billing.

Agency-ready

Manage team access across multiple client organizations, not just a single business.

Why It Matters

Not everyone on your team should be able to change billing details, and not every task requires full account access. Role-based permissions mean you can bring in support staff, managers, or agency clients with exactly the level of access appropriate to their responsibility — nothing more, nothing less.

How It Works

Invite a team member

Send an invitation by email and assign their role at the same time.

Their role sets their permissions

Each role maps to a fixed set of the fifteen available permissions — no per-user customization needed.

Change roles anytime

As responsibilities shift, update a team member's role directly from the Team page.

Best Practices

Default to the least-privileged role that works

Start new team members at Member or Viewer and upgrade only if their responsibilities require it.

Reserve Owner/Admin for billing-trusted people

Only Owners and Admins can access billing — keep that circle intentionally small.

Review team access periodically

When someone changes roles or leaves, update or remove their access promptly.

FAQ

Frequently Asked Questions

Viewers have read-only access — they can see reviews, replies, and reports, but can't generate, approve, or publish anything.

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