Who to invite
You can invite anyone who needs access to your Zeni dashboard — finance team members, executives, accountants, or employees who will submit reimbursements. The role you assign controls what they can see and do. See Understanding roles and permissions for a full breakdown.
Note: Only Admins can invite new users.
How to send an invite
- Go to Settings — From the left navigation, click Settings, then select Users.
- Click Invite User — Enter the person’s name and email address.
- Assign a role — Choose the appropriate role for this person. You can update their role later if needed.
- Send the invite — Click Send Invite. The person will receive an email with a link to set up their account.
Note: Invites expire after 7 days. If a team member doesn’t accept in time, you can resend the invite from the Users page.
Resending or canceling an invite
Pending invites appear in the Users list with a “Pending” status. From there you can:
- Resend — Click the three-dot menu next to the user and select Resend Invite.
- Cancel — Click the three-dot menu and select Cancel Invite if the invite was sent to the wrong person.
Removing a user
To remove a team member’s access, go to Settings → Users, find the user, click the three-dot menu, and select Remove User. They will immediately lose access to the dashboard.
Note: Removing a user does not delete any historical activity they created — bills, reimbursements, and other records they submitted will remain intact.
