Roles and how to read the screen

Zen Daily Report has three roles: “Admin”, “Manager”, and “Member”. The role decides what you can do and which tabs appear. This article covers the three roles and how to read the screen.

What you can do

A role decides what you can see and change inside the company. Roles are assigned on the “Members” screen.

• Admin — reads reports from every team and can assign all three roles.
• Manager — reads reports from their own teams, replies with reactions and comments, checks who has submitted, and views the number rollups. A manager also reaches the team, company settings, and billing screens (company settings and billing are shared with admins). A manager can assign the manager and member roles.
• Member — writes and submits their own reports and replies to comments on them. Other people's reports are visible only when “Team wall” is on.

You cannot change your own role. When a company has only one admin or manager, that person cannot be demoted, deactivated or removed.

Reading the screen

The tabs depend on the role. On a phone, every role sees the tabs at the bottom of the screen. On a computer, the tabs run along the top.

• Member tabs — “Write”, “History”, and “Settings”. Alerts open from the bell at the top right. “History” shows your own past reports on a calendar and lets you write the ones you missed.
• Manager and admin tabs (phone) — five tabs at the bottom: “Feed”, “Status”, “Today's report”, “Search”, and “More”. Press “More” to see “Stats”, “Photos”, “History”, “Manage”, “Settings”, and “Help”, grouped by purpose.
• Manager and admin tabs (computer) — “Feed”, “Status”, “Stats”, “Photos”, “History”, “Today's report”, “Search”, and “Manage” along the top.
• A tab everyone can gain — turning on “Team wall” in “Organization settings” under “Manage” adds “Team wall” for every role. On a manager's or admin's phone it sits inside “More”.

Alerts open from the bell at the top right for every role. Company settings and holidays live under “Organization settings” in “Manage”.

The “Feed” tab and the alerts bell show a badge with the number of unread or new items.

FAQ

• Can a manager read another team's reports? — No. A manager sees only the teams they belong to. Reading every team requires the admin role.
• Where do I change a role? — Open “Members” under “Manage” and change the role in the member's row. See Set roles and teams.
• Can members see “Feed”? — No, “Feed” is for managers and admins. For members to read each other, use “Team wall”.

Read next

• Set roles and teams — changing roles and team assignment.
• Reading the settings screen — what each section of “Settings” does.
• Set up your company and submit your first report — from sign-up to your first submission.