Zoined

How to set up a new portal

How to invite a new user

How to define a new email report

There are five ways to edit a user's access and views in Zoined: Roles, Teams, User permissions, User default parameters and Restricted Company Report/Dashboard.

How to edit user access/report visibility

You can adjust how your company views Zoined from Company settings. Modify eg. date format, business hours filter visibility and namings.

Company Settings

Admin users can enrich automated data uploads by adding attributes to existing data sources, or by uploading data from a new source.

Manual data uploads / edits

As an admin user you can organize your company's reports into folders to decrease clutter and make finding reports easier

Report folders

Company admins can define custom metrics for your company.

Creating custom metrics

Sasa Moilanen

Nona Vikman

Administrative tasks

Youtube

Find answers and get help from Intercom Support and Community Experts

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