Skip to main content
All CollectionsZuant CloudAdmin Features & Tools
Manage Additional User Permissions
Manage Additional User Permissions

Assign feature-specific or admin-level permissions to your users

Charlotte Rimmer avatar
Written by Charlotte Rimmer
Updated over a month ago

Provide users with enhanced permissions to extend their access to the Zuant Cloud. Only Admin Users have the ability to grant additional permissions.

1. From the Zuant Cloud home screen, click on the Manage tab. Then select ‘PERMISSIONS’ from the menu bar

2. Select one or more users from the user list to apply custom permissions. Then click ‘NEXT!’ to get started. Remember, if you select multiple users, they will all have the same custom permissions.

3. Apply a Permission Preset (Standard, Power or Admin), or click ‘Apply Custom Permissions’ to manage additional options

4. A variety of additional features will appear when ‘Apply Custom Permissions’ is selected. Check/uncheck the boxes to to enable or disable them for the chosen user/s. See below for details on each Custom Permissions option.

The blue icon displayed in a checkbox indicates that some of the selected users already have this permission enabled. Click the blue icon to enable the feature for the selected users who do not currently have it. Remember, this change will be applied to all selected users.

General

Control over general account settings

  • Manage Settings: Gives the user access to the Zuant Cloud Account Settings area. This permission needs to be granted if below options are to be toggled on

  • Manage Permissions: Allows the user to manage other users' permissions

  • Manage Consent Tokens: Gives the user the ability to configure the opt-in questions that appear as a pop-up at the end of your forms

  • Manage Privacy Statements: Gives the user the ability to upload a Privacy Policy for visitors to read and acknowledge in the app

  • Manage Teams: Allows the user to group other users into Teams, ensuring that designated forms are visible exclusively to those users

  • Manage Client Email Templates: Allows the user to create/modify templates for User Welcome Emails and Password Reset Emails

Login

Control where users can login to

  • iOS/Android: Grants user access to the Zuant app (Standard User)

  • Web Portal: Grants user access to the Zuant app and the Zuant Cloud (Power User)

User management

Control who can manage users in your account

  • View: Grants access to the Users tab

  • Edit: Gives user ability to edit users

  • Archive: Gives user ability to archive users

Forms

Control who can manage forms in your account

  • View: Grants access to the Events tab

  • Edit: Allows user to edit Event Settings

  • Archive: Allows user to archive event forms

  • View drafts: Allows user to see draft forms in the app

Leads

Finer grain control over what users can do with leads

  • Dashboard: User can view the event Dashboard

  • View Grid: User can view the Lead Grid

  • Edit Grid: Gives user ability to edit the Lead Grid

  • Download: Gives user ability to download the Lead Report

Data

Set how much a user can interact with Zuant Data

  • Dashboard: User can load contact/company data

  • Comply: User can manage contact data according to GDPR

QR

Set how much a user can interact with the Zuant QR Posters

  • View: Grants user access to the Zuant QR tab

  • Edit: Gives user ability to create/edit QR codes

Pick a Winner

Choose who can run the pick a winner feature

  • View: User can run the Pick a Winner prize draw in the app

Form management

Fully customise Zuant forms via the iPad app

Form Editor

  • Edit: User can edit event forms in the Zuant app

Pre-defined Lists

  • View: Grants user access to the Lists tab

  • Edit: User can create and edit pre-defined lists

  • Archive: User can archive lists

Email

Thank you emails and email rep features

Thank You Emails

  • View: Grants user access to the Emails tab

  • Edit: User can create and edit Thank You Emails

  • Archive: User can archive Thank You Emails

Message Composer

  • View: User can see Email Hot Lead feature in the app

  • Edit: User can send internal emails from the app with Email Hot Lead feature

Showroom

Control what users can do with the Zuant showroom

Basic permissions

  • View: Grants user access to the Showroom tab

  • Edit: User can add/edit files in the Showroom

  • Archive: User can archive files in the Showroom

Advanced

  • Blocks: Grants user access to the Block Showroom. User can create/edit Blocks in the Showroom

Integration

Integrate with other systems and streamline your data processing

Machine permissions

  • View: Grants user access to the Integration tab

  • Edit: Gives user ability to create/edit Integration Machines

  • Archive: Gives user ability to delete Integration Machines

Advanced

  • Release leads: User can release leads from the Lead Release Grid

  • Edit leads: User can edit leads within Lead Release Grid

Login credentials

  • Manage: User can input/edit API credentials in the Integration tab

Business card scan

Use the device camera to scan biz cards

  • View: Grants user access to the Bizcard tab

  • Edit: Gives user ability to quality check business cards

Custom Skins

Put your own stamp on Zuant with customizable background images and color palettes

  • View: Grants user access to the Custom Skins tab

  • Edit: Gives user ability to create/edit Custom Skins

  • Archive: Gives user ability to delete a Skin

Did this answer your question?