Assigning an Administrator for services in Zoho People

Assigning an Administrator for services in Zoho People

What is the purpose of this feature?

This feature lets you assign any employee as an administrator for a selected service. The benefits include:
  1. Rather than a single administrator managing data and settings across all services, assigning different individuals as administrators distributes responsibility, enhancing focused management of each service while reducing workload.
  2. Ensures data security by only allowing access to required data operations or settings.
  3. Prevents the possibility of data misuse by ensuring access only to settings for employees such as consultants or partners who assist with setting up Zoho People. 
  4. Promotes efficient workload management.
  5. Guarantees service continuity by minimizing reliance on a single administrator or individual, thereby ensuring uninterrupted handling of services.
Info
The Super Administrator can view, edit, and configure all data and settings.

Assigning a service administrator - Method 1

Alert
This method is only applicable for the following services: Leave, Attendance, Performance, Compensation, HR Help Desk, Timesheet (slight variations exist in setup and functionality)
In services where this feature is applicable, assigning a service administrator can be achieved from Settings > Select a Service > Permissions > "Servicename" Administrator > Add Admin. For example: In Leave Service, go to Settings > Leave > Permissions > Leave Administrator > Add Admin.



In this example, the Manage User Groups button can be used to handpick select employees and sort them into groups, which can then be selected here. This particular administrator will only be handling entries concerning the employees belonging to the selected groups.
Notes
The service administrator added through this process can be of any role, however, this also means that the actual access privileges they have depend on the role (for example: if they are a Team Member, they might only be having limited access and may not be be able to change settings).

Assigning a service administrator - Method 2

To directly assign any employee as an administrator for any service in Zoho People, go to Settings > Manage Accounts > User Access Control > Administrator > Add User > Select the user and configure permissions from here. 



On clicking Add User, you can select any employee (does not depend on organizational hierarchy). Use the switches to enable access to either Settings, Data/Operations or both. When only Data/Operations is enabled, the administrator cannot modify settings and will have access only to related records. 

Assigning an Administrator Role User

Alert
The Super Administrator and other administrators can also add any user as an administrator (users of Zoho People with role as administrator and who have access to all administrative actions across all services by default). To do this go to Settings > Manage Accounts > Roles > General Roles > Click "+" on Admin Card.



To remove someone from this list, an administrator must access the profile page (employee form) and switch their role to a different role (such as Team Member).