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Add a co-owner or office user

Settings → Team invites a second owner-level login for a partner or office manager, separate from crew employees, and lets you remove it later.

Article details and last review
Owner/AdminSettings & Company Setup3 minutesUpdated Sep 23, 2026Current instructions
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What you'll do

A co-owner sees everything the owner sees except subscription and account closure. Field staff should be employees (Schedule → Employees) instead, so they get the crew app and not the office.

Do this

  1. 1

    Settings → Team → Add co-owner

    Their own name and work email. They receive an invite and set their own password; never share your login.

  2. 2

    Verify

    Ask them to sign in at app.zentive.io/sign-in. Their actions are recorded under their name in the Audit Log.

  3. 3

    Remove

    Settings → Team → remove when they leave. Their history stays.

Team

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Dashboard & Navigation

Roles and permissions in Zentive

Who can see and do what: owners, co-owners, crew members, foremen, and customers, plus the financial visibility controls.

Open articleJobs & Scheduling

Add and manage employees

Add office or field employees, update their information, and make sure they have the correct Zentive access.

Open articleSettings & Company Setup

Control what employees see about money

Settings → Financial Permissions decides, per employee, whether prices, totals, and billing show in the crew app. New employees start with pricing hidden.

Open articleSettings & Company Setup

Review the audit log

The Audit Log records who changed what and when across customers, jobs, quotes, invoices, payments, and settings, so you can answer “who edited this?”

Open articleGetting Started

Set up your business details and branding

Enter your company address in Company Profile, then set the name, logo, colors, and public contact details customers see in Documents & Branding.

Open articleSettings & Company Setup

Scheduling settings

Settings → Scheduling sets the defaults the job wizard and calendar use: default job duration, business hours, and the first day of the week.

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