Managing Teams

Setting up and controlling team-based access to catalogs and shopping carts.

Applicable to:

Zea Parts

Organization Owners and Admins

Team Admins

Overview

Teams let authenticated users access and manage shared catalogs and shopping carts in Zea Parts.

When Public Access to Client Portal is disabled, users must log in and belong to a configured Team before viewing a published catalog.

Note: If the Teams or Shopping Carts tabs are not visible in Zea Parts, check that Public Access to Client Portal is toggled OFF in Settings → Publish. For more information, see

Configuring Access to Your Client Portal⁠

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Creating a Team

Teams are created and managed from the Teams tab in Zea Parts.

Click the Teams tab.

Click New Team in the left panel.

Fill in the following fields:

Team Name: The name shown in the catalog and client portal.

Mailing Address (Required): Used for quote and order requests.

Email Domain (Optional): Restricts membership to users from a specific domain (e.g., @company.com).

Internal Notes (Optional): Add internal information for administrators.

Click Save (changes are saved automatically as you edit).

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Adding Team Members

In the email field, enter the user’s email address.

Select a Role:

Admin: Can manage members and edit team details.

Technician: Can add or remove items from shopping carts.

Click Add.

The user appears in the Member list with their assigned role.

To remove a member: Click the trash icon beside their name.

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Managing Team Shopping Carts

Each team has its own shared shopping carts. All cart data is associated with the team rather than individual users.

Team shopping carts are visible beneath each team in the Teams tab.

All carts across all teams can also be viewed from the main Shopping Carts tab.

You can view cart details and history directly in Zea Parts.

To edit or remove items from an open cart, log in to the client portal.

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Accessing Teams in the Client Portal

When users access a catalog with authentication enabled:

If not logged in, the Login Page appears, branded with your company logo and colors configured in Settings → Theme.

If logged in but not part of a team, they see the message:

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If logged in and part of a team, they are taken directly to the Client Portal with full access to team shopping carts.

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Managing Teams from the Client Portal

Click your Profile in the top-right corner.

Select My Team.

Depending on your role:

Technicians: Can view team details and review shopping carts.

Admins: Can add or remove users, and edit the team name and mailing address.

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Managing Teams Setting up and controlling team-based access to catalogs and shopping carts.⁠

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Publishing Your Catalog Making your parts catalog accessible to customers.⁠

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Overview

Creating a Team

Adding Team Members

Managing Team Shopping Carts

Accessing Teams in the Client Portal

Managing Teams from the Client Portal

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Managing Teams

Overview

Creating a Team

Adding Team Members

Managing Team Shopping Carts

Accessing Teams in the Client Portal

Managing Teams from the Client Portal

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