You can add multiple users to your account and invite your colleagues and team members to join you. Each team member can then access all Zomentum Connect features and sync contracts with your PSA , import CSV files and manage the global configuration.
How to add new users?
Go to (1) your account - (2) - Team members
Add your team members:
Only account owners are allowed to add and remove users. Go to the Team Members page via the top-right menu and add an email address to invite a new team member.
We will send an email containing a link to accept the invitation. They can sign in using either their Microsoft or Google email account. Once signed-in, we'll add them to your team immediately.
You can revoke access at any time on the same Team Members page.