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!

      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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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 CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Still can't find what you're looking for?

                          Write to us:  support@zohoforms.com

                                                                         
                              



                              





                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now





                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now










                                                                                                  • Related Articles

                                                                                                  • Overview of Custom Apps in Zoho Connect

                                                                                                    Overview Most organizations spend a considerable amount of time and resources on data collection and building apps for everyday use cases like cab requests, appointment booking, and onboarding applications. But with custom apps, these processes can ...
                                                                                                  • Integrating Zoho ShowTime with Zoho Connect

                                                                                                    Feature Availability What is ShowTime? Zoho ShowTime is a training tool that lets you deliver your presentations and gain feedback on a secure cloud platform. This tool also allows members who work from a different location to join your session. ...
                                                                                                  • Integrating Zoho Meeting and Zoho Connect

                                                                                                    Feature Availability What is Zoho Meeting? Zoho Meeting is an online conferencing solution that lets you conduct screen-sharing sessions, and make audio or video calls to your team members. Using this integration, you can start a session with any of ...
                                                                                                  • Custom Menu - an overview

                                                                                                    Feature Availability Overview Custom Menu in Zoho Connect lets you add customized menus to entities such as status, tasks, events, in addition to the default menus—Follow, Print, Bookmark, and Copy post URL that are already available. They can be ...
                                                                                                  • Configuring Workflows in Zoho Connect

                                                                                                    Feature Availability Overview Workflows allow you to create a set of rules for Zoho Connect modules based on which defined actions would be performed. These rules automate the process of assigning tasks, creating events, and adding users to a Group ...
                                                                                                  Wherever you are is as good as
                                                                                                  your workplace

                                                                                                    Resources

                                                                                                    Videos

                                                                                                    Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                    eBooks

                                                                                                    Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                    Webinars

                                                                                                    Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                    CRM Tips

                                                                                                    Make the most of Zoho CRM with these useful tips.



                                                                                                      Zoho Show Resources