Members

Go to Settings → Members to manage who has access to your organization.

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Inviting a Member

1. Click Invite Member.
2. Enter the person’s email address.
3. Pick the role — Member or Admin — and send.

The invitee receives an email titled “{your name} invited you to {your org} on Zudo” with an Accept invitation link. The link points to a join page on Zudo:

• If they don’t have a Zudo account yet, the page sends them through sign-up first. The invited email must match the email they sign up with.
• If they’re already signed in with the invited email, they accept directly and Zudo switches their current org to the one they just joined.
• If they’re signed in with a different email, the page tells them to sign out and re-sign in with the invited address.

Only Owners and Admins can send invitations.

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Roles

Zudo has three roles:

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Changing a member’s role

In the members list, an Admin or Owner can change another member’s role from the role dropdown next to their name:

• Owners can set any role (including Owner).
• Admins can switch members between Member and Admin only.
• Nobody can change their own role from the list. The last Owner cannot be demoted.

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Removing a Member

Click Remove next to a member to revoke their access immediately. Their historical activity (tasks, notes, meetings) remains in the system. Admins can remove Members and other Admins. Only an Owner can remove another Owner, and the last Owner cannot be removed.

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Managing the Organization

Owners can rename the organization, transfer ownership, or delete it from the organization management settings. Deleting an organization removes all associated data (accounts, requests, meetings, etc.) permanently.

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Multi-Organization Support

A single Zudo account can belong to multiple organizations. Use the organization switcher in the app to move between them without logging out. Each organization has its own members, settings, integrations, accounts, and health score configuration — nothing is shared between organizations.