Account setup

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Account setup

Everything you need to manage your Zapier organization — who has access, what they can do, and how your account is structured — is managed from the Admin Center\.

This course walks you through the layout, explains how roles control what each person can see and do, and shows you how to invite members manually, organize them into teams, and handle departures without breaking running workflows\.

By the end, your account will have the right people in the right seats\.

15 min

8 lessons

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What's in this course

Navigating the Admin Center — the home base for everything in this path\.

Organize your account with organizations and workspaces — how your account is structured\.

Find help and support — where to go when you're stuck\.

Understand owner, admin, and member roles — what each role can see and do\.

Add members and assign roles — invite people with the right level of access\.

Organize members into teams — group people the way your org actually works\.

Offboard members and transfer Zap ownership — handle departures without breaking running workflows\.

Check your understanding — a short knowledge check to confirm the concepts stuck\.

Who this course is for

Owners and admins of company Zapier accounts setting up access for their organization\. No prerequisites — this is the first course in the Account Admin Essentials Path, and it's free with a Zapier account\.

Account Setup FAQ

Do I need to be the account owner?

Owner or admin access works — the course explains exactly what each role can see and do, so it's also useful if you're deciding who should hold which role\.

How long will it take?

About 15 minutes of short video lessons, plus a quick knowledge check at the end\. You can pause and resume anytime\.

What should I take next?

Continue with Security and Governance to control how people authenticate and what they're allowed to do — SSO, SCIM, and governance policies\.

Continue the Account Admin Essentials Path: Security and Governance \(course 2 of 3\) · Monitoring and Operations \(course 3 of 3\)