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Organization Admin Permissions

Organization Admins have elevated access in Zeplyn to manage firm-wide settings, users, and collaboration controls. This article outlines what Org Admins can see and control.

Where Org Admin Permissions Live

Navigate to:

Settings → Organization Preferences and Settings → Admin

Org Admin Settings

These sections are only visible to Org Admins.

Organization Preferences (Firm-Wide Settings)

The first four settings under Organization Preferences mirror the same options found under individual Preferences, but when configured here, they apply across the entire organization:

  • General
  • Email Configuration
  • Notifications
  • Calendar Preferences

Notetaker

  • Customize notetaker appearance (image and name)
  • Control whether background images are shown
  • Enable or disable the audio disclaimer for meetings

Note taker image settings

CRM Certification

  • Require advisors to certify notes before syncing to CRM
  • Customize certification text displayed to users

CRM Certification Settings

Transcript Archival

  • Toggle to enable, then set email for automatic transcript archival

Users (aka User Management)

  • Add new users
  • Edit existing users
  • Deactivate users
  • Assign Organization Admin permissions via Entitlements
More on User Management

Workgroups

  • Create and manage Workgroups
  • Control how notes and client data are shared across teams
Workgroups in Zeplyn

User Impersonation

  • Temporarily access another user’s account for troubleshooting or support
  • Set a time limit for impersonation sessions
  • Allows entering a purpose for audit tracking

User Impersonation Settings

Key Things to Know

  • Organization-level settings help enforce consistency across the firm
  • There is no limit to how many Org Admins a firm can have
To become the organization admin for your firm or for additional questions, please reach out to support@zeplyn.ai.