Custom access permissions for app users

Custom access permissions for app users


Create custom permissions for an application and assign them to relevant users.

Use case

In a human resources management application, users need to be assigned with different access levels, based on their designation. For example, managers should be allowed to add new employee s, but an employee should only be allowed to view added employees. On Creator, this can be achieved without any scripting.

Steps to follow

1. Create the forms with the following details:
Form Link Name
Field Type
Field Name
Field Link Name
Add Employee
Employee ID
Add Announcement
Single Line
Multi - l ine
Add Project
Single Line
Dropdown Lookup
(Add Employee)
Project Manager
Multiselect Lookup
(Add Employee)
Project Members
The above table lists only minimum forms for demonstration purpose. You can add as many forms and fields as you'd like, depending on your requirements.
2. Create different permission sets for managers and employees. Navigate to the application settings and click User Permissions under Permissions.
3. Create two different permission sets for managers and employees , with the following details:
According to the above permission sets,
i. A manager can:
  • Access all the forms in the app
  • View, edit , and delete all the reports in the app
  • Read and write comments on the Add Announcement report
ii. An employee can:
  • View all the reports in the app
  • Read and write comments on the Add Announcement report 
3. Let's now add users and assign required permissions. On the left menu, select Users under Manage.
4. Add two users ⁠— one with the Manager permission and another with the Employee permission.

See how it works 

Points to note

  • A user can be allowed to access multiple applications on the same account.
  • You can also add a user as a developer to an application. Click here to learn how.

    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 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

                  Zoho SalesIQ Resources

                      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

                                                          • Assign permissions dynamically to users in the application

                                                            Requirement When a customer is added to the application, the application is instantly shared with the user, with the required permissions. Use Case In the order management application, a customer might sign up on the go once the business is live. All ...
                                                          • Permission based reports and a consolidated report

                                                            Requirement             Set visibility of forms and reports based on teams. Management should be able to view all the reports consolidated in to one. Use Case   A firm tracks its suppliers details using the Supply Management app. The app has four ...
                                                          • Display custom action button for specific records

                                                            Requirement   The custom action button in a report should be visible only for certain records, based on a condition. Use Case   An asset request app lets employees raise requests for gadgets or machines. While filling the form, employees can specify ...
                                                          • Disable Custom Actions after n times

                                                            Requirement  A custom action on a report has to be disabled after it is triggered three times. Use Case  We have an app to maintain customer invoices. After an invoice is created, the staff can email the invoice to the customer with the click of a ...
                                                          • Extract contents of a ZIP file and email the extracted files

                                                            Requirement   Use Deluge to extract a ZIP file and email the extracted files with the click of a button. Use Case   An HR management application contains three forms: Add Employee, Employee Payslips, and Download My Payslips. The Add Employee form ...



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


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


                                                          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