User roles explained
The six user roles in Zato, what each level can and cannot do, and who should be assigned which role.
How roles work
Every person on your team is assigned a role when their account is created. Their role determines what they can see and do across the platform.
The six roles
Important notes
One Admin per firm only
A single job can be assigned to multiple Managers for collaborative review
Admin is a configuration role — it cannot process or review any jobs
Common mistakes
Assigning Director level to someone who should not have sign-off authority
Using Admin to run jobs — Admin cannot do this