Roles
Benefits:
- Assign designations to users
- Mention roles in status or when adding comments
Create a Role
- Click
in the top navigation panel. - Navigate to Manage Users > Profiles and Roles.
- Click Roles.
- Click Add Role to create a new role.
- Enter role Name.
- Click Save to save the new role.
Edit a Role
- Click in the top navigation panel.
- Navigate to Manage Users > Profiles and Roles.
- Click Roles.
- Hover over a Role and click
. - Edit role Name.
- Click Save to save your changes.
Delete a Role
- Click in the top navigation panel.
- Navigate to Manage Users > Profiles and Roles.
- Click Roles.
- Hover over a Role and click
.
- Click Delete to delete the role.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Profiles and Roles
Users perform different functions based on organization’s structure and their individual designations. While some users can perform all the actions in a portal and see all critical project information, some need only limited access. Using Profiles ...Profiles
A user's profile determines the level of access within the organization. Zoho BugTracker classifies profiles into two categories. User Profile: These profiles are assigned to portal users. Users in this profile can access modules with both internal ...HIPAA Compliance in Zoho BugTracker
INTRODUCTION The Health Insurance Portability and Accountability Act (including the Privacy Rule, Security Rule, Breach notification Rule, and Health Information Technology for Economic and Clinical Health Act) ("HIPAA"), requires Covered Entities ...Import Issues From JIRA
If you are ready to migrate your data from JIRA Cloud into Zoho BugTracker, follow the steps given below to import your data. This feature is not available for Zoho CRM Plus and Zoho One users. Supported Modules and Fields The following are the ...Permission Sets
Zoho BugTracker offers better control over the access levels a user has in the portal. Profile permissions have been divided into three sections. Portal Level, Project Level, and Module Level. Each permission in these sections lets users handle host ...