Permissions & users setup

How to add users, assign roles, and manage your team's access within Zato.

The Permissions and Users screen is split into the user list (left) and the Permissions Reference panel (right).

Adding users

  1. Click + Add Users.
  2. Enter Full Name, Email, Role (Level 1 to Level 6), Contact Number, and Branch.
  3. Click Save.

Use Download Users to export the current user list and roles.

User table

Shows Users, Level, Email, Branch, and Actions (edit / delete).

Permissions Reference panel

Click the L1 to L6 tabs at the top of the panel to view permissions for each role. Each level shows a permission count (e.g. "72 full"), a one-line description of the role, and the permission groups (Clients, Jobs, Workpapers, Manual Journals, Firm Setup, Sign-off, etc.) with their granted permissions.

Use Expand All or Collapse All to control how the groups display. Each individual permission shows a green tick when granted.

Permission rules

  • The Director is Level 6 by default and cannot be changed.
  • Other levels can be updated by the Director or Admin.
  • Directors and Admins cannot modify their own level.
  • The Admin (Level 1) role can only be modified by the Director.

How to access

Go to Firm Setup and click Permissions & Users.