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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 and send.
The invitee receives an email with a link to join. Once they accept, they appear in the members list.

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Roles

Zudo has two roles:
RolePermissions
OwnerFull access — can invite/remove members, rename the organization, manage all settings. Cannot leave if they’re the only owner.
MemberCan use all app features (accounts, requests, meetings, reporting, etc.) but cannot invite members or change organization-level settings.
There is no UI to change roles after invitation. Contact an existing owner to adjust membership.

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Removing a Member

Find the member in the list and select the option to remove them. Access is revoked immediately. Their historical activity (tasks, notes, meetings) remains in the system.

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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.