Custom Roles
Delete Role
Prerequisites Roles required to perform this action : Organization Owner Organization Admin Delete Role Sign in to Zoho Directory , then click Admin Panel in the left menu. Go to Admins, then click Roles. Choose the custom role you want to delete. ...
Clone Role
Prerequisites Roles required to perform this action : Organization Owner Organization Admin Clone Role Cloning helps you save all the time and energy in referring to an older set of privileges on the other Role and re-adding them here. You can simply ...
Edit Role
Prerequisites Roles required to perform this action : Organization Owner Organization Admin Edit Role Sign in to Zoho Directory , then click Admin Panel in the left menu. Go to Admins, then click Roles. Click on the custom role that you want to edit. ...
Assign users to Roles
Prerequisites Roles required to perform this action : Organization Owner Organization Admin Assign users to Roles Sign in to Zoho Directory , then click Admin Panel in the left menu. Go to Admins then click Roles. Hover on the role you want and click ...
Add Role
Prerequisites Roles required to perform this action : Organization Owner Organization Admin Add Role Sign in to Zoho Directory , then click Admin Panel in the left menu. Go to Admins and then click Roles. Name the role and provide an appropriate ...
Custom Roles - Overview
As a business owner, you may not have enough time to manage all the roles and responsibilities of the organization. To help with this, we have new roles that can be set up for the users of the organization. By default, we have different roles, such ...