Managing Admins and Roles
Manage roles for an admin
You can edit the role details for any admin, except for the organization owner. Prerequisites Role required to perform this action: Organization Owner or Organization Admin The steps to manage roles vary between the two User Interface versions ...
Delete role
Prerequisites Roles required to perform this action: Organization Owner or Organization Admin The steps to delete roles vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed ...
Clone role
Cloning a role comes to your rescue when you have to add the same set of permissions from an already existing role with a few more additional permissions. You can use the Clone Role option to duplicate the existing role, and then you can add the ...
Edit role
Prerequisites Roles required to perform this action: Organization Owner or Organization Admin The steps to edit role vary between the two User Interface supported in Zoho One. Select the UI you use from the tabs below and proceed with the steps that ...
Add role
Prerequisites Roles required to perform this action: Organization Owner or Organization Admin The steps to add role vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the below tabs and proceed with ...
Service Admins
Introduction Service admins are users who manage all activities in their assigned apps. Depending on the permissions for each app in Zoho One, you can configure one or more service admins for an app from the admin panel. Who can be assigned as ...
Unassign admin
Prerequisites Role required to perform this action: Organization Owner or Organization Admin The steps to unassign admin vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the below tabs and proceed ...
Assign admins
Prerequisites Role required to perform this action: Organization Owner or Organization Admin The steps to assign admins vary between the two User Interface versions supported in Zoho One. Select the UI version that you use from the tabs below and ...
Transfer organization ownership
The user who signed up for the Zoho One account is the owner of the organization, and will remain so until transferring the role to a different user. Note: Only the current owner can transfer ownership to another user. Admins CANNOT perform this ...
Admins and Roles - Overview
Admins Admins have a certain set of privileges to manage users in the organization through the Admin Panel in Zoho Directory. To do so, they are provided with appropriate roles in Directory with their own privileges. If you require admins for ...