User Roles & Permissions

Ready to get your team moving towards their sales goals with Zomentum? Add your teammates, with different user roles and permissions, to the platform.

I. Adding a new user to Zomentum

a. Navigate to Settings -> Users

b. Click on ‘Add User’ on the top right corner

You will be redirected to the page which lists all your users.

c. You can add a new user by clicking on the ‘Add User’ icon on the top right. From the pop-up window, fill in the details and click ‘Save’. 

d. While adding a user in zomentum, Admin will have two options to select:

  1. User permission - This will define what the user can do:

    1. Admin - All actions

    2. Manager - All actions except account level

    3. User - Only editing entities

    4. API User

Description of each permission

  • Admin - Admin can perform account-level changes such as editing pipeline stage, enabling integrations, adding users, billing changes, etc.

  • Manager - Can perform all actions except account level changes. Managers can assign opportunities to other users, access reports, sales automation, import CSV data, etc.

  • User - Users can edit their opportunities, create & send documents, connect email, access email templates, etc.

  1. User access

    1. Global - Access to all the data

    2. Assigned - Access to only the assigned data

With the above solution, even a user can have access to all the data.

Note: Currently, both permissions and access are controlled by “User roles.” With this solution, access and permissions will be controlled by two different fields.  

Note: Users have to verify their account using the email they receive from Zomentum to get access. Here is a sample email for reference:

II. Edit the User Details

a.    Click on the three vertical dots against the user account you would like to edit

b.    Click on ‘Edit User’

III. Disable a user from Zomentum

You can disable users from Zomentum at any point in time. 

  1. Click on the three vertical dots against the user account that you want to disable

  2. Click on ‘Disable User’

  • Note 1: You cannot permanently delete a user from the Zomentum account. 

  • Note 2: Only the Admin can disable another user. 

Note: When you replace an existing Primary Contact with a newly added contact, the previous Primary Contact will be considered as Secondary Contact by the system.