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 Manage roles for an admin Sign in to Zoho One, then click Directory in the ...
Delete role
Prerequisites Roles required to perform this action: Organization Owner or Organization Admin Delete Role Sign in to Zoho One, then click Directory in the left menu. Go to Admins, then click Roles next to the Admins tab in the top. Choose the Custom ...
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 Edit Role Sign in to Zoho One, then click Directory in the left menu. Go to Admins, then click Roles next to the Admins tab in the top. Click on the role ...
Add role
Prerequisites Roles required to perform this action: Organization Owner or Organization Admin Add Role Sign in to Zoho One, then click Directory in the left menu. Go to Admins, then click Roles next to the Admins tab in the top. Click Add Role in the ...
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 In the web application: Sign in to Zoho One, then click Directory in the left menu. Go to Admins, then click on the admin whom you want to unassign. Click ...
Assign admins
Prerequisites Role required to perform this action: Organization Owner or Organization Admin In the web application: Sign in to Zoho One, then click Directory in the left menu. Go to Admins, then click Assign Admin in the top-right corner. Select the ...
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 ...

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