Desk

1. Select the roles defined in Zoho Desk. Users can be assigned roles such as Agent, Admin, Light Agent, or Custom.
   
2. Select the ticket access permission. Users can access all tickets or only those owned and unassigned.
3. Select the departments users can access.
   
   
4. Add custom roles and departments as needed.
   

SalesIQ

1. Select the standard roles defined in Zoho SalesIQ. Users can be assigned roles such as Administrator, Supervisor, or Associate.
   
2. Select the departments users can access.
   
   
3. Manage standard roles and add departments as needed.
   

Projects

1. Select the roles defined in Zoho Projects. Users can be assigned roles such as Employee, Administrator, Manager, or Contractor.
   
2. Select the profiles defined in Zoho Projects. Users can be assigned profiles such as Employee, Administrator, Manager, or Contractor.
   
3. Select the projects users can access.
   
   
4. Add custom roles and profiles as needed.
   
5. Set granular profile-level permissions.
   
6. Add and manage portal users and client users.
   

Survey

1. Select the roles defined in Zoho Survey. Users can be assigned roles such as Admin or User.
   
2. Select the departments and roles users can access. Users can be assigned department-specific roles such as Department Admin, User, Contractor, or Report Viewer
   
   
3. Add custom roles and departments as needed.
   

Assist

1. Select the roles defined in Zoho Assist. Users can be assigned roles such as Technician, Admin, or No Access.
   
2. Select the departments users can access.
   
   
3. Add custom roles and departments as needed.
   

Lens

1. Select the standard roles defined in Zoho Lens. Users can be assigned roles such as Technician, Admin, or No Access.
   
2. Select the departments users can access.
   
   
3. Manage standard roles and add departments as needed.
   

Analytics

1. Select the standard roles defined in Zoho Analytics. Users can be assigned roles such as Organization Admin, Workspace Admin, or User.
   
2. Select the workspaces users can administer.
   
   
3. Manage standard roles and add workspaces as needed.