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Sign-in and roles

Open your ZenTop Triage address, for example https://contoso.zentop.tech, and sign in with your Microsoft work account. Your workspace is the first part of that address.

An admin invites each person from User Management. The admin chooses their roles and sends them the invitation link. The link is valid for 24 hours. The person opens it and signs in with the Microsoft account for the email or UPN the invitation was made for. Their roles apply from then on, and an admin can change them later.

Users can have the dispatcher, technician, and admin roles. Ticket Relationships and User Management are visible in Configuration only to users with the admin role. The other Configuration tabs appear in the general tab list. Merging tickets needs the admin or dispatcher role.

Admins invite users and change their roles in User Management.

Ticket relationships (bundle and merge) are supported for ConnectWise. With HaloPSA or Autotask, the admin Ticket Relationships tab explains that the feature is unavailable.

Some screens use your PSA’s own terms; see PSA terms.

An action may be hidden or disabled when it is unavailable for the current ticket, provider, or selection. Read any message beside the control before proceeding.