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Admin Panel Overview
WebWorkstationConfigure users, roles, locations, payments, and module settings for your organization. Only administrators see Admin in the launcher and sidebar.
Accessing the Admin Panel
If you do not see Admin, ask an existing administrator to grant admin access.
Admin sections
The Admin sidebar is organized into groups for organization-wide, CRM, Sales, integration, and Talk configuration.
Identity & access management (IAM)
Control who can access your organization and what they can do once signed in.
| Page | Purpose |
|---|---|
| Users | Create and manage user accounts, assign a role, manage Workstation fingerprints, and remove access |
| Roles | Define reusable permission templates that can be assigned to users |
| Permissions | View and configure fine-grained permissions for roles and direct user grants |
| Identity Provider (SSO) | Connect Microsoft Entra or Google Workspace for organization sign-in |
| API & CLI Credentials | Create and revoke organization API/publishable keys and manage CLI-token access |
General
Settings that apply across your entire organization, independent of any specific module.
| Page | Purpose |
|---|---|
| Locations | Define the physical or logical locations where your organization operates |
| Workstations | Register and manage ZynoWorkstation installations |
ZynoCRM administration
Configuration specific to the CRM module.
| Page | Purpose |
|---|---|
| CRM Settings | General CRM preferences and defaults |
| File Categories | Define categories used to organize files attached to contacts |
| CRM Tags | Create named labels that you can apply to contacts |
| Contact Types | Define the classifications available on contact records |
| Relationship Types | Define the roles you can use to link contacts |
ZynoSales administration
Configuration for the ZynoSales and POS module. This is the largest admin section, covering payment processing, product organization, and integrations.
New POS setup should follow the ordered checklist first: Set Up ZynoSales.
| Page | Purpose |
|---|---|
| Set Up ZynoSales | Ordered checklist for payments, catalog, layouts, and smoke tests |
| Stripe Account | Connect and manage your Stripe account for card processing |
| Card Terminals | Register physical card terminals for in-person payments |
| Payment Methods | Configure accepted payment methods |
| Financial Accounts | Set up financial accounts for transaction categorization |
| Automatic Tax | Configure automatic tax collection and review location tax rates |
| Categories | Organize products into sales categories |
| Modifier Sets | Define modifier sets for product customization |
| Salespoint Layouts | Create and assign Salespoint button layouts |
| Discounts & Promo Codes | Create reusable Salespoint discounts and ecommerce promo codes |
| Booking | Configure booking activities, schedules, resources, and availability |
| Fulfillment | Configure shipping, pickup, and fulfillment workflows |
| Credit Pools | Configure credit pools for membership programs |
| Sales Automations | Configure CRM tag updates that run after Sales activity |
| QuickBooks Integration | Connect QuickBooks Online for accounting sync |
Integrations
| Page | Purpose |
|---|---|
| Webhooks | Send signed event deliveries to configured HTTPS endpoints and inspect delivery history |
ZynoTalk administration
Configuration for ZynoTalk, the business phone system.
| Page | Purpose |
|---|---|
| Numbers & Access | Manage phone numbers and control which users can access each number |
| Phones | Register and configure physical desk, cordless, and conference phones |
| AI Agents | Create AI agents that can answer and transfer calls |
| Call Flows | Build inbound call routing with a visual flow builder |
| Greetings | Upload or generate shared greetings for call flows |
| Hold Music | Upload, activate, and order hold music tracks |
| Parking Lots | Configure call parking lots and timeout behavior |
| Ring Groups | Group extensions so they ring together |
| Time Conditions | Route calls based on schedules, holidays, and overrides |
| Caller Rules | Route or block inbound calls based on caller number |
| Outbound Routes | Configure carrier routing for outbound calls |
Permissions and the admin flag
Access to the Admin Panel itself is controlled by the admin flag on a user's account. When a user is marked as an admin, they bypass all permission checks and have unrestricted access to every feature in ZynoSuite, including the Admin Panel.
Non-admin users cannot access any Admin Panel pages regardless of their assigned permissions. For more detail on how the permission system works, see Permissions and the Permissions Reference.