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Go to Settings → Organization → Team to manage who has access to your organization.

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Inviting a Member

  1. Under Invite Member, enter the person’s email address.
  2. Pick the role — Member or Admin.
  3. Click Invite.
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. Once they verify it, your invitation is waiting for them on the welcome screen — accepting it puts them straight into your organization, rather than into one of their own.
  • 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. Removing someone doesn’t delete their Zudo user account. Before you confirm, the dialog shows what they’re responsible for in this organization:
  • accounts they’re the CSM on
  • open tasks and open flags assigned to them (snoozed flags included)
  • open requests they own
  • whether they’re the fallback CSM, and how many CSM assignment rules name them
Under Hand their work to, pick the member who takes it over, or leave it as Nobody: Closed tasks, addressed flags, finished requests and the notes they wrote stay as they are, with their name on them. Meetings they recorded or logged stay with the organization, and they can no longer see them. 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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Leaving an organization

Anyone can leave an organization on Settings → Organization → General, as long as it isn’t their only one and they aren’t its last Owner. Leaving hands your work back the same way as Nobody above.

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Managing the Organization

Owners can rename the organization or delete it on Settings → Organization → General, and hand over ownership by giving another member the Owner role in the members list. 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.