ZEN panel documentation
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Documentation
  • Plugin integration
  • Checkout integration
  • API business
  • API reference
Brandbook
Go to zen.comGo to myZEN.com
Documentation
  • Plugin integration
  • Checkout integration
  • API business
  • API reference
Brandbook
  1. Team members management
  • About ZEN
    • First steps with ZEN
    • Who we are
    • What we provide
    • How we provide
  • Introduction
    • Definitions
    • About my.zen.com Merchant's panel
    • Environments
  • Account registration
    • Before you begin
    • Registration
  • Panel
    • Log in to my.zen.com
    • Appearance & main features
    • Account management
      • Multiple accounts
      • Users & roles management
        • About
        • Team members management
          • About
          • Dasboard
          • User details
          • Adding a new user
          • Editing and deleting an user
        • Roles and permissions
          • About
          • Dashboard
          • Roles and permissions details
          • Adding a new role
          • Editing and deleting a role
    • Banking
      • Dashboard
      • Accounts
        • About accounts
        • Account list
        • Account names personalization
        • Account details
        • Filtering transactions
        • Transaction details
        • Transaction statements
        • Reconciliation
        • All transactions
      • Cards
        • About cards
        • Adding a new card
        • Cards management
        • Block and remove a card
        • Card name editing
      • Sendouts
        • About sendouts
        • New transfer
        • Adding a new recipient
        • Recipients list
        • Filtering recipients
        • Transfers for approval
      • Currency exchange
        • About currency exchange
        • New currency exchange
        • Currency exchanges list
      • Zenefits
        • About Zenefits
    • E-commerce
      • Dashboard
      • Shop selector
        • Shop selection
      • Payments
        • About Payments
        • Payments list
        • Payment details
        • Refunds
        • Filtering Payments
      • Payment links
        • About Payment links
        • Payment link creation
        • Payment links list
        • Payment link details
        • Filtering payment links
      • Reports
        • About reports
        • Report creating
        • Report list
      • Store settings
        • About Store settings
        • Payment methods
        • Cashback
        • Settings submenu
          • Shop logo on ZEN.COM checkout
          • API credentials
          • Instant Payment Notification (IPN)
          • Transaction confirmation e-mail
          • Shoper integration
          • Card's widget settings
      • Add store
        • How to add the new Shop
      • Transactions
        • About Transactions
        • Transactions list
        • Transaction details
        • Refunds
        • Filtering Transactions
    • Support
      • About support
  1. Team members management

Dasboard

members.jpg
Through the Merchant panel at my.zen.com, you can conveniently and quickly access a list of all users associated with your company account. This is the main view after navigating to the "Team members" tab.
The tab is divided into six sections:
1.
Information about the number of users assigned to the company account. The number in parentheses represents the number of active users.
2.
Option to add a new user. Click the icon to open the menu for adding a new user.
3.
Toggle between the list of users with access to the my.zen.com panel and users who have been invited but have not yet activated their access. Click the desired option to display the corresponding list.
4.
User search bar (to search the particular user simply provide desired. Enter the desired phrase and confirm to search for a user.
5.
User filtering options. Expand the list to view available filters.
6.
List of users / list of invited users (depending on the context). Click on the desired user to view available details.
Picture5.jpg
To quickly find the desired user, you can use the search function (4) or filter users based on their assigned role (5).
Please note that the dropdown list in the "role" filter only includes roles that have been assigned to at least one user from the current list.
Picture8.jpg
Modified at 2025-07-10 09:12:29
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