Package Zen

Follow these steps to create a Person Profile Page for a new Person (or people) in your Package Zen Web Dashboard

How To: Add a New Person to Package Zen

Update contact info for People and Groups using your Package Zen Web Dashboard

How To: Updating Contact Info

Property Managers and Organization Admins can invite new Staff Members to use the Package Zen Mobile App and Web Dashboard

How To: Add New Staff Members

Learn how to remove a Person’s Staff Member credentials in Package Zen

How To: Removing a Staff Member

Learn how to add people from different locations within your organization as Package Zen Staff Members

How To: Add Staff Members from Different Properties in Your Organization

“How do I control which properties in my organization Package Zen users can access?”

How To: Grant Package Zen Staff Members Access to Several Locations at Once

Add unlimited Staff Members at no charge and remove Staff Members who are no longer at your location

How To: Change the Email Address on your Account

Update who gets emails about billing, day-to-day operations, and reporting

How To: Change Where Emails About Your Package Zen Account Are Sent

Learn how to confirm items have left your custody using your Dashboard

How To: Check Out Items Manually from the Web Dashboard

Here’s what to do when a Person is no longer at your property

How To: Make a Current Person a Former Person

Learn how to perform merges in your Package Zen Web Dashboard

How To: Merge two People in the Dashboard

Learn how to create, apply, and remove tags in your Dashboard

How To: Using Tags to Categorize People

Use Package Zen to export Items logged at your property

How To: Export Your Item Records

Emma Ramsay

How To

Package Zen Website

Package Zen Web Dashboard

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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