Admins and Roles - Add Role | Admin Guide - Zoho One

Add role

Prerequisites

Roles required to perform this action:
  1. Organization Owner
  2. Organization Admin
The steps to add role vary between the three User Interface versions supported in Zoho One. Select the UI version you use from the below tabs and proceed with the steps that follow. 
One Experience UI
Spaces UI
Unified UI
One Experience UI
  1. Sign in to Zoho One, then click the Admin Panel icon  on the top-right corner.
  2. Click User Management in the left menu and then select Admins and Roles.
  3. Click Roles next to the Admins tab in the top.
  4. Click Add Role on the top-right corner.
  5. Name the role and provide an appropriate description to it.

         

  6. Select required permissions from the predefined set of permissions. Alternatively, click Manually Set Permissions to select your preferred permissions from the displayed permissions.
  7. Click Create.
Spaces UI
  1. Sign in to Zoho One, then click the Directory Settings icon  on the top-right corner.
  2. Click User Management in the left menu and then select Admins and Roles.
  3. Click Roles next to the Admins tab in the top.
  4. Click Add Role on the top-right corner.
  5. Name the role and provide an appropriate description to it.

         

  6. Select required permissions from the predefined set of permissions. Alternatively, click Manually Set Permissions to select your preferred permissions from the displayed permissions.
  7. Click Create.

Unified UI
  1. Sign in to Zoho One, then click Directory in the left menu.
  2. Go to Admins, then click Roles next to the Admins tab in the top.
  3. Click Add Role on the top-right corner.
  4. Name the role and provide an appropriate description to it.

  5. Select required permissions from the predefined set of permissions. Alternatively, click Manually Set Permissions to select your preferred permissions from the displayed permissions.
  6. Click Create.