Adding team members to your company account
Account & Client Portal
3 min read Updated August 2026
Business accounts can invite colleagues so more than one person can work in the same company account. Each person gets their own login — nobody shares credentials.
Before you start
Team & Business features unlock after the account owner has verified both identity and address — see Verifying your account. Only the owner can complete verification.
How to invite someone
Sign in to the Client Portal and open Team & Business.
Enter your colleague's email address and choose a role.
They receive an invitation email. The link is valid for 72 hours — you can resend it from the same page if it expires.
They open the link, set their own password and join the company account.
What each role can do
- Account Manager — manage the team, pay invoices, book pickups, file insurance claims, manage addresses and edit the business profile.
- Billing Admin — pay invoices.
- Warehouse Coordinator — book and manage pickups, and manage saved addresses.
- Viewer — view shipments, documents and the team, without making changes.
The account owner can always do everything. Adding money to the wallet and converting money are owner-only. Role changes take effect immediately, and removing someone cuts off their access straight away. Questions about access? Contact support@zargologix.com.
Was this article helpful?