Managing Team Members

Effectively managing your team’s access is the first step in securing your institution’s operations on the Zerocap platform.

Inviting a New Team Member

During Entity Creation

Genesis members have the option to add team members when creating the entity.

Some stakeholders must be added to the onboarding entity and complete the KYC process for the KYB process to complete. Others can be added optionally the page after.

Each user will be onboarded with a selected role. Certain functionalities may be locked until after KYC completion (refer to Understanding Roles and Permissions).

Post Entity Creation

After the entity is created, new members can still be invited by the GUI.

Only users with the Administrator role can invite new members.

1. Navigate to the Entity Management section from the main dashboard.
2. Click on the “Invite User” button.
3. Enter the new user’s email address and assign them one of the predefined roles on the next step.
4. The user will receive an email invitation to create their password and set up their mandatory MFA.

Archiving a User from the Entity

Users can be archived from the entity on the entity management page, from the ‘More Actions’ dropdown on the users information.

For transparency and audit reasons, users are not removed directly.

Next Step: Understanding Roles and Permissions