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Team Members

Manage the members of your ZenSearch team, invite new users, and control access levels.

Overview​

The Team page allows you to:

  • View all team members
  • Invite new members
  • Assign and change roles
  • Remove members from the team

Accessing Team Management​

  1. Click Team in the left sidebar
  2. The Users tab shows all team members

Viewing Members​

The members list displays:

ColumnDescription
NameMember's display name
EmailAccount email address
RoleCurrent permission level
JoinedWhen they joined the team

Inviting Members​

Send an Invitation​

  1. Click Invite Member button
  2. Enter the email address
  3. Select a role
  4. Click Send Invitation

Invitation Process​

  1. Recipient receives email invitation
  2. They click the link to join
  3. They create an account (if new) or sign in
  4. They're added to your team

Pending Invitations​

View pending invitations:

  • See who hasn't accepted yet
  • Resend invitations if needed
  • Cancel pending invitations

Changing Roles​

Update a Member's Role​

  1. Find the member in the list
  2. Click the Options menu (three dots)
  3. Select Change Role
  4. Choose the new role
  5. Confirm the change

Role Restrictions​

  • Only Owners and Admins can change roles
  • You cannot demote yourself from Owner
  • There must always be at least one Owner

Removing Members​

Remove a Team Member​

  1. Find the member in the list
  2. Click the Options menu
  3. Select Remove
  4. Confirm removal

What Happens When Removed​

  • Member loses access immediately
  • Their content remains in the system
  • Connectors they created stay active
  • Activity history is preserved

Self-Service Options​

Members can:

  • View their own role
  • Leave a team (if not the only Owner)
  • Update their profile

Best Practices​

Security​

  1. Regularly audit team membership
  2. Remove inactive members
  3. Use appropriate roles (least privilege)
  4. Review role assignments periodically

Organization​

  1. Keep team size manageable
  2. Use teams for different projects/departments
  3. Document role assignments
  4. Onboard new members properly

Troubleshooting​

Invitation Not Received​

  1. Check spam/junk folders
  2. Verify email address is correct
  3. Resend the invitation
  4. Check email deliverability

Cannot Change Role​

  1. Verify you have Admin or Owner role
  2. Check if member is the only Owner
  3. Ensure you're on the correct team

Cannot Remove Member​

  1. Only Admins and Owners can remove members
  2. Cannot remove the only Owner
  3. Cannot remove yourself in some cases

Next Steps​