Tip of the week #11 - Assign roles and permissions for team members

Tip of the week #11 - Assign roles and permissions for team members



Zoho TeamInbox lets team and inbox admins to define what users can and cannot do in a team or an inbox. Every user can have different roles at the organization, team and inbox levels. Also, users can have different roles in different teams and inboxes.
 
There are three default roles with default permissions at the organization level.
 
Org admin - There can be only one admin per organization. Any user who creates an organization with Zoho TeamInbox becomes the admin of it and will remain so until they leave the organization. An org admin has the permission to create teams and inboxes, invite users to the organization, and access activity log. They can also access every inbox in the organization even if they are not members of it.
 
Org moderator - Every organization can have multiple moderators. Moderators have the same permissions as an admin, except that they cannot access an inbox without being a member of it.
 
Org members - Any user that joins the organization will be assigned with the role of org member by default. Members have permissions only to access the teams and inboxes that they are members of. They cannot create teams and access the activity log.
 
There are two default roles with default permissions at the team level.
 
Team admin - The org admin can create teams and assign admins for them. A team admin can create inboxes and add members to them. They will also have the permission to create tags, rules, signatures and canned responses for the team.
 
Team member - Any user that joins a team will be assigned with the role of team member by default. Members cannot create any entity under a team, they can only view the team details and the inboxes created under it.
 
There are three default roles with default permissions at the inbox level.
 
Inbox admin - The team admin can create inboxes and assign admins for them. An inbox admin can perform any action on a thread like assigning, replying, commenting etc. Only an inbox admin can permanently delete a thread.
 
Inbox member - Any user that joins an inbox will be assigned with the role of inbox member by default. Members can perform any action on a thread except deleting it permanently.

Observer - Observers can only view threads and comment on them. They cannot perform any other actions on a thread. 
 
These are all roles and permissions you can assign your organization users at the various levels. A team admin can just be a member in an inbox, similarly, an inbox admin can just be a member in a team. The roles that you assign is purely based on how you want your users to function. These user roles can be redefined whenever needed by the admins.
 
That's all about user roles in Zoho TeamInbox. We'd love to hear what other topics you want us to discuss on. Let us know in the comments below.
 
If you've not tried Zoho TeamInbox yet, sign up now to start your free trial.



    Zoho Developer Community






                              Zoho Desk Resources

                              • Desk Community Learning Series


                              • Digest


                              • Functions


                              • Meetups


                              • Kbase


                              • Resources


                              • Glossary


                              • Desk Marketplace


                              • MVP Corner


                              • Word of the Day



                                  Zoho Marketing Automation


                                          Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now