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Overview

The Members tab in Settings is where you manage who has access to your Zudo organization. You can invite new teammates, view current members, and remove access when needed. To get there, go to Settings → Members.

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Inviting a Member

To add a teammate to your organization:
  1. Go to Settings → Members.
  2. Click Invite Member.
  3. Enter the person’s email address.
  4. Send the invitation.
The invitee will receive an email with a link to join your organization. Once they accept, they’ll appear in your members list.

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Member Roles

Members in your organization have different access levels depending on their role. Roles control what each person can view, edit, and configure within Zudo. Contact your Zudo administrator if you need to change a member’s role or if you’re unsure which role to assign to a new invite.

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Removing a Member

To remove someone from your organization:
  1. Go to Settings → Members.
  2. Find the member you want to remove.
  3. Select the option to remove them.
Removing a member revokes their access to the organization immediately. Their historical activity (tasks, notes, meetings they created) remains in the system.

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Multi-Organization Support

Zudo supports belonging to more than one organization with a single account. If you’re a CSM or admin who works across multiple customer-facing teams or separate Zudo workspaces, you can switch between organizations without logging out. To switch organizations, use the organization switcher in the app. Select the organization you want to work in and the app reloads in that context. Each organization has its own members, settings, integrations, accounts, and health score configuration — nothing is shared between organizations.