Switching between roles and adding a new one

One Zi-Find account can be more than one thing at once: an operator who also finds properties, an owner who also operates, a vendor who also co-hosts. You add roles from More on Zi-Find and move between them with Switch workspace at the top of the sidebar.

Add a role

1. Sign in and click More on Zi-Find in the sidebar, just above Account.
2. The page, What else you can do on Zi-Find, lists every role: Operator, Finder, Property owner, Co-host and Vendor. Roles you already have show You have this.
3. For a free role, click Add this — free. It is added on the spot.
4. For a paid plan, click the plan you want (for example Operator Pro or Finder Pro+). You go to checkout while signed in, so the subscription attaches to your existing account.

Adding a role never removes anything you already have.

What is free to add:

• Finder: start free with one active listing.
• Property owner: listing costs nothing.
• Co-host: free to join the directory.
• Vendor: free to be listed.

Operator access is a paid plan, and the realtor role is set up separately because it carries a license designation.

Switch workspace

Each role you hold has its own workspace: its own sidebar, dashboard and tools. Once you hold more than one, a Switch workspace control appears at the top of the sidebar.

1. Click the name of the workspace you want, for example Finder or Operator.
2. The sidebar changes to that role's menu and you are taken to its first page.

Zi-Find remembers your choice on that device, so the next time you open the app you return to the same workspace.

On a phone, the bottom navigation follows the same active workspace.

What changes between workspaces

• Sidebar and dashboard: each role sees its own menu. An operator sees Marketplace and Submissions; a finder sees My Listings and Operator demand; an owner sees My Properties.
• Change plan: the plans you are offered on the upgrade page follow the workspace you are in. Switch to Finder before changing a finder plan.
• Messages: conversations from every role live in one Messages list.

Good to know

• Finder plans and operator plans are separate subscriptions. Upgrading your finder plan does not change your operator plan, and the other way round.
• Your account details, password and notification settings are shared across all your roles.
• If a page tells you to upgrade even though you pay, check that you are in the right workspace. See A page says I need to upgrade.

FAQ

Do I need a separate email for each role?

No. One email, one account, as many roles as you need.

Can I remove a role?

There is no self-serve remove button. Sign in and open Help, or use the chat bubble in the bottom corner, and we will take care of it.