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Setting Up Your Team Account
Setting Up Your Team Account

How to set up your team account and invite others as team members.

Updated over a week ago

Teams simplifies collaborative content creation by enabling multiple individuals to work together within one account efficiently.

The account owner sets up the team account and invites team members.

The Teams feature is available on the Scale plan or higher.

In this article:

Creating or Connecting a Show

The first step in setting up a team account is for the account owner to create or connect a show. This step is necessary because show-level access is one of two types of permissions you define when inviting team members to join your account. Granting team members the ability to record on your account requires that the rooms they create be associated with a specific show.

Connecting a Show

If you already have a podcast hosted elsewhere, connect it to sync and copy it to your Zencastr account without affecting its availability to your listeners or changing your hosting provider.

To connect your podcast:

  1. On your Dashboard, click the Show Selector at the top of the left sidebar menu.

  2. Click the +Add New Show button.

  3. Select Copy my show.

  4. Click the Next button.

  5. In the Connect Your Show modal, click the Start button.

  6. In the ‘Find Your Podcast’ field, enter the name of your podcast or your RSS feed.

  7. In the list of podcasts, locate and click on your podcast name and cover art.

  8. Click the Claim button.

  9. Open your email inbox (e.g. Gmail, Outlook, etc.) and locate the ‘Confirm your podcast to continue importing’ email.

  10. Click the Confirm Show button in the email.

  11. In the Monetize your Podcast modal, click Not Now to end the ‘Connect Your Show’ process or ‘Apply’ to continue to the Monetize process.

Result: Your podcast is connected to your Zencastr account and its episodes start syncing to your dashboard.

Creating a Show

If you are starting a new podcast or working on another type of a project, create a new show in your Zencastr account. If your podcast or project is not yet ready for launch, rest assured that apart from the show cover art and title, most of the show details will remain hidden until the first episode is published.

To create a new show:

  1. On your Dashboard, click the Show Selector at the top of the left sidebar menu.

  2. Click the +Add New Show button.

  3. Select Create a new show.

  4. Click the Next button.

  5. Upload your cover art and enter your show’s details in the Create show form.

  6. Select the primary topic for your show.

  7. Click Next.

  8. Select an action from the available options.

  9. Click Next to finalize and create your show.

Inviting Team Members

Once a show is connected or created, invite team members to join your Zencastr account via email. If they are already users of the platform, ensure the invitation is sent to the email associated with their existing Zencastr account.

To invite team members:

  1. On your Dashboard, click your avatar on the bottom of the left sidebar menu.

  2. Select Settings from the menu.

  3. Click the Team tab.

  4. In the ‘Invite by email’ field, enter the email address of the person you are inviting.
    Note: If the person already uses the platform, make sure to enter the email address associated with their existing Zencastr account.

  5. Click on the ‘Create [email address]’ dropdown or press the enter/return key on your keyboard.

  6. Press the tab key on your keyboard.

  7. In the ‘Select at least 1 podcast’ field, select All Shows or select specific shows.

  8. In the ‘Select at least 1 role field, select at least one role.

  9. Review your selections and click the Send Invite button.

Result: An email invite is sent to the team member.

Accepting an Invite to Join a Team

Upon receiving the email invite from the account owner, team members can accept it.

Accepting an Invite, Team Member Already Has a Zencastr Account

If the team member already has a Zencastr account associated with the email the invitation was sent to, to accept it they:

  1. Open their email inbox (e.g. Gmail, Outlook, etc.) and locate the ‘You have been invited to a team on Zencastr’ email.

  2. Click the Accept button in the email.

  3. On the Sign Up page, click the Log in link.

  4. On the Login page, enter their username/email and password.

  5. Click the Log in button.

  6. On the Confirmation modal, click the Return to Dashboard button.

Accepting an Invite, Team Member Does Not Have a Zencastr Account

If the team member does not yet have a Zencastr account associated with the email the invitation was sent to, they need to create one. To do this and accept the invite, they:

  1. Open their email inbox (e.g. Gmail, Outlook, etc.) and locate the ‘You have been invited to a team on Zencastr’ email.

  2. Click the Accept button in the email.

  3. On the Sign Up page, enter their first name, last name, username, and password in their respective fields.

  4. On the Login page, enter their username/email and password.

  5. Click the Log in button.

  6. Open their email inbox (e.g. Gmail, Outlook, etc.) again and locate the ‘Confirm Your Email Address’ email.

  7. Click the Confirm Email button in the email.

Accessing the Team Account

Once a team member accepts the invitation and joins the team, to access the team account they:

  1. On your Dashboard, click your avatar on the bottom of the left sidebar menu.

  2. Select the name of the team account.

Result: Their dashboard switches to the tea

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