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Roles

Define roles for users in your organization and map them to their designations. Users can be mapped to roles and profiles to set access privileges. Zoho Projects gives you four default roles (Administrator, Manager, Employee, and Contractor) which can be edited to suit specific business needs. You can @ mention roles when adding a new status or when adding comments on feeds or any project modules (except direct comments on pages, documents, and forums).

Use case

Construction: A contractor in the construction company should access only their projects. A new role "Contractor" can be added to the portal.
 
Sales/ Marketing: Sales executive/ Marketing executive works in a Sales company. This role can be added to the portal.
 
Software development/ IT: Support engineer needs to be added to the project portal. This role can be added to the portal. 

Benefits

  1. Assign designations to users
  2. Mention roles in status or when adding comments

Create a role

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Roles.
  4. Click Add Role to create a new role.
  5. Enter role Name.
  6. Click Save to save the new role.


Edit a role

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Manage Users > Profiles and Roles.
  3.  Click Roles.
  4. Hover over a Role and click .
  5. Edit role Name.
  6. Click Save to save your changes.

Delete a role

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Roles.
  4. Hover over a Role and click .
  5. Click Delete to delete the role.



See Also

Helpful?114
Updated: 7 months ago
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1 comment

Yes, this was very helpful.  And I would love to set up a demonstration chat.  I'll go back to my email and respond as such.