Adding or Removing Team Members from Your Account

ZEAK Vortex allows you to manage your team’s access to your organisation’s account, ensuring the right people can collaborate on projects, view invoices, or submit support tickets.

Adding a Team Member

  1. Log into ZEAK Vortex
    Go to vortex.zeaklabs.com and log in using your administrator or owner account.

  2. Navigate to “Team Settings” or “User Management”
    You’ll find this in the left-hand menu under Account Settings.

  3. Click “Add User”
    Enter the team member’s:

    • Full name

    • Email address

    • Role (e.g. Viewer, Editor, Billing Contact, Project Manager)

  4. Set Permissions
    Define what areas the user can access:

    • Projects

    • Billing

    • Support Tickets

    • Admin Controls

  5. Send Invite
    The user will receive an email to join your account and set up their login.


Removing a Team Member

  1. Go to Team Settings

  2. Locate the user in the member list

  3. Click “Remove” or “Deactivate” next to their name

  4. Confirm the removal

Note: Removed users will immediately lose access to all projects and client information.


Managing Permissions

You can edit a user’s access level at any time.
Typical roles include:

  • Admin: Full access to all areas

  • Editor: Can manage projects and tickets, but not billing

  • Billing Contact: Can view/download invoices, update payment details

  • Viewer: Read-only access to selected sections


Need to bulk add/remove users or request role customisation?

Email support@zeaklabs.com with your request and we’ll action it within one business day.

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