Overview of Custom Roles in Zoho Connect

Overview of Custom Roles in Zoho Connect

Feature Availability

Overview

You can use Custom Roles in Zoho Connect, to give individuals the ability to manage specific areas of your network. For example, you can permit one member to add new users to the network while preventing them from removing users. Custom Roles reduce administrative overhead by dividing network admin responsibilities into smaller chunks and assigning them to multiple users.

Who can create a Custom Role? 

By default, only the network administrator can create a Custom Role. 

How do I create a Custom Role?

  1. Click the gear icon [] from the menu in the right.
  2. Select Settings from the dropdown.
  3. In the Settings page, click Roles and Permissions under Users & Controls.
        
  4. Click Create New Custom Role.
         
  5. In the pop-up, enter a name for the role, briefly describe the responsibilities of members assigned with the role and click Next.
  6. Use the checkboxes to determine the access level for the role (what the users can see and act on).
  7. Click Create Role.
You'll be able to add users to a Custom Role only after creating it. 

How do I update a Custom Role? 

  1. Click the gear icon [] from the menu in the right.
  2. Select Settings from the dropdown.
  3. In the Settings page, click Roles and Permissions under Users & Controls.
        
  4. From the list of Custom Roles, click the ellipsis (...) in the right-end of the role name you'd like to update.            
  5. Click Manage from the dropdown.
        
  6. In the pop-up,  make changes to the role name and description in the General tab.
  7. Switch to the Permissions tab to make changes to the level of access.
  8. Click Update.

How do I delete a Custom Role?  

  1. Click the gear icon [] from the menu in the right.
  2. Select Settings from the dropdown.
  3. In the Settings page, click Roles and Permissions under Users & Controls.
        
  4. From the list of Custom Roles, click the ellipsis (...) in the right-end of the role name you'd like to delete.
  5. Click Manage from the dropdown.
       
  6. In the pop-up, switch to the Advanced tab.
  7. Click Delete Role.
      
Upon deleting a Custom Role, all users associated with it will be automatically switched to the default member role. 

    If you have any questions regarding Custom Roles, please write to us at support@zohoconnect.com. We're happy to help!

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