Invite people to Zime
Invite one person, add several at once, and approve or deactivate people
Admins add people to Zime in three ways: invite one person, add several at once, or let people sign themselves in. This page covers all three, the three roles you can give, and how to approve or deactivate people.
Ways to add people
You can invite people yourself, or let them sign in on their own.
Only admins can invite or approve people. Whichever way someone joins, calls and calendars are picked up only for active people, so check that everyone you expect shows as active.
| Way | Who does it | What happens |
|---|---|---|
Invite one person | An admin, from Admin then Team | The person is added with the role and access you pick. You choose whether Zime emails them. |
Add several at once | An admin, with Bulk Edit | Add rows for each new person, review the changes, then apply them. |
Sign in themselves | Anyone with an email on your approved domains | Zime creates their account on first sign-in with the User role. If your company requires approval, they wait for an admin. |
Invite one person
The Invite button on the Team tab opens the form.
Name and email are required, and the email must be on one of your company's domains. Everything else can be set now or changed later.
Open the Team tab
In Zime, go to Admin, then Team. Only admins see this page.
Press Invite
A form called Invite people to Zime opens.
Enter name and email
Both are required. Zime warns you if the email is on a different domain, and the invite will not go through.
Add the team details
Optionally add manager email addresses, a function, a sub function and a region.
Assign a role
Choose User, Manager or Admin. The table below explains each one.
Set extra permissions
Call recording is on by default and lets the person connect their calendar and record calls. Zime Brain is off by default and gives access to Ask Zime.
Choose view access
Pick what the person can see. The default is their own calls plus their direct reports. Admins always see everything.
Decide on the email
Tick Send invitation email if you want Zime to email them. It is off by default. Then press Confirm.
The three roles
| Role | What it is for |
|---|---|
User | View call insights where they are participants. |
Manager | View call insights of their reportees, both direct and skip-level. |
Admin | View all company insights, and open the admin settings. |
View access and what each level shows are explained in Roles and access policy.
Add several people at once
Bulk Edit lets you add and change many people on one page, then apply everything together.
Nothing is saved until you review and apply the changes, and you can discard them at any point.
Open Bulk Edit
In Admin, then Team, press Bulk Edit above the users table.
Add each new person
Press Add user. Fill in name, email and role, and set call recording, a manager and the invitation email for each row.
Edit existing people if needed
Change fields on existing rows in the same page. Changes you stage are counted at the bottom of the screen.
Review and apply
Press Review changes, check the list, then apply. Deactivating someone asks you to confirm first.
Approve, activate or deactivate
If your company requires approval, new sign-ins wait in the Team list until an admin decides.
Admins get an email with a link to the request. People waiting show a status of approval pending.
Find the request
Open Admin, then Team, and look for the person with approval pending.
Approve or reject
Press the green tick to approve, which opens the role form. Review it and press Confirm. Press the red cross to reject.
Deactivate or activate later
Open the actions menu on any person and choose Deactivate User or Activate User, then confirm.
Zime picks up calendars and calls only for active people. If someone's calls are missing, check they show as active here first.
Questions
Can I invite someone on a different domain?
No. You can only invite addresses on your company's domains. To add a domain, email support@zime.ai.
What does Call recording do?
It lets the person connect their calendar and have their own calls recorded. It does not let them view anyone else's recordings. Viewing follows role and view access.
What is Zime Brain?
An AI sales sidekick that answers deal, call and pipeline questions in seconds.
Do people get an email when I invite them?
Only if you tick Send invitation email. It is off by default.
Who approves people who sign in on their own?
If your company uses approval, an admin does, from Admin then Team. Your Zime team sets up who receives the approval emails. See Sign in with Google or Microsoft.
Still need help?
Write to support@zime.ai and the team will get back to you.