Manage Users

Use the Users and Invites pages to add teammates to your organization, assign roles, and manage flow access for partner users.

Invite a New User

Open the Invites page from the sidebar to invite users to your organization.

Use the Invites page to send new organization invitations.

Click Invite Users to open the invitation dialog.

The Invites page lists pending invitations and provides the Invite Users action.

Add one or more email addresses, then assign a role to each invitee.

Add email addresses before selecting roles and sending invitations.

Review the permission summary before sending the invitations. The summary shows the effective permissions for each selected role.

Use the role permission summary to confirm what each invited user can access.

Pending invitations can be resent or deleted from the action menu.

Use invite actions to resend a pending invite or delete it.

Role Permissions

Zyphe roles are permission bundles. The main organization roles are:

Role	Description	Main permissions
Admin	Full access to all organization features	Manage flows, flow results, flow access, users, API keys, bots, risk tags, partner invites, forms, organization settings, billing, webhooks, AML cases, and business verification.
Operator	Read-only access to organization data	Manual review, flow result management, advanced logs, and AML case management.
AML Officer	Access to AML monitoring and case management	Flow results, AML case management, and escalated AML cases.
Developer	Access to organization development features	Manage flows, API keys, bots, webhook triggers, and webhook secrets.
Partner	Access to shared flows only	Manage flow results for flows explicitly shared with the partner user.

Sandbox permissions

In sandbox, Admin and Operator users can also delete flow steps. This is intentionally limited to sandbox workflows.

Manage Partner Flow Access

Open the Users page to review organization users. If a user has the Partner role, you can manage which flows they can access.

Partner users expose a Manage Flow Access action from the Users table.

Flow access is granted per flow. You can grant access to specific flows and manage whether the partner has read-only or write access.

Grant partner users access to specific flows and enable write access when needed.

Partner flow permissions work as follows:

• Read access: lets the partner user view and manage results for the shared flow.
• Write access: lets the partner user write to the shared flow when write access is enabled and has not been revoked.
• Revoked write access: removes write permissions while preserving the existing shared-flow relationship.