Zenler

This article describes what permissions each Role has.

Different Roles and what each Role can or can't do

Learn how to edit and delete users on Zenler, including changing user details and unenrolling users from courses with this simple guide.

Editing and Deleting Users

Learn how to email a user from the admin site and compose a message with images/links.

Emailing Users

Learn to export users from your site by selecting and exporting them as a CSV file.

Exporting Users

Learn how to filter users effectively in Zenler!  Advanced filtering options like user tags to identify and filter students or leads.

Using Filters on Users

This article provides guidance on managing user information on a website, covering filtering, editing, and the types of data available.

More Information - Additional Fields

This article explains how to use tags for filtering users based on their activity on your site and how to add/edit tags.

Tagging for Your Users

Assigning Multiple Roles to Users

'All' in Zenler site refers to a complete list of all users with different role types, including admin, instructor, student, affiliate, etc.

What Does 'All' Mean?

Learn about Zenler's 'People' tab - a dashboard for efficiently managing site users, organizing enrollment, and user data.

What is the 'People' Tab?

Learn how to manually add users to your website using Zenler! Add names, emails, roles, tags, and enroll students in courses with ease.

Adding Users Manually

What Are Leads?

An overview of the role of students on a Zenler site, what they can see when they log in & the actions they can take within their account.

What are Students?

Understand the concept of affiliates on Zenler site, their role in selling courses, and how site admins and affiliates can manage them.

What is an Affiliate?

Overview of the role of a site admin in Zenler, their access and limitations to features such as integrations and sensitive information.

What is the Role Site Admin?

What is the Role of Assistant?

Learn about the Zenler support who manages people, provides student support, and has limited access to site sections.

What is the Role of a Support?

Learn about the role of Instructor in Zenler, they can create courses, control content, and manage sales, but have limitations.

What is the Role of Instructor?

Learn about user roles on Zenler. Super admins have full site access. On paid plans you can add sites. Free users have limited access.

What Are You? Super Admin

Learn how to import users to your Zenler site with a CSV file. This tutorial covers mapping fields, adding tags, and using funnels.

Importing Users into Zenler

Zenler Support

 Go to Site and then on the left click People

Site > People

Zenler Education Site

Zenler FaceBook Group

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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