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Zeno is invite-only. An owner adds an address under Settings → Team, and that row is the authorization — there is no code to share, and forwarding an invite grants nothing, because the gate is the address rather than the link. People then sign in with Google, Microsoft, or Intuit on the address you listed. Revoking someone before their first sign-in is a delete, with nothing left behind to clean up.

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Roles

What each may do: These are enforced by the server on every request. The console mirrors them by hiding what a person cannot use, but the check that matters is the server’s.
A cardholder does not get the console at all. Handing someone whose whole business here is the card in their pocket the full firm console would expose work they cannot act on. They get a page for their own charges instead. See expense claims.

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Client access

An owner can limit an invite to named client companies. Leave the selection empty for an owner, operator, or member who should see the whole firm. A scoped person sees only the selected companies wherever the console or MCP tools list client work. A cardholder must be scoped to at least one company. With no company selected, the cardholder sees no claims.

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Nobody is a seat

Pricing follows client books and nothing else. Invite as many owners, operators, members, and cardholders as the work needs; who may approve is a permission you grant, not a purchase. The Team page says how many people can approve a posting, which is a fact about the firm’s review and not a count against anything. Current pricing is on zenofirm.com/pricing.

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Removing someone

Removing a person ends their sessions immediately. Work they approved keeps their name on it — a verdict is a record of what a specific person decided, and it does not become anonymous because they left.

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Changing a role

Re-role someone in place from the same page. It takes effect on their next request, not on their next sign-in. To change an existing person’s company scope, remove the address and invite it again with the intended clients selected. Their recorded approvals keep their name.