Roles

Roles


Roles are defined and assigned to users based on their designation in a team. Users have access within the team depending on their profile permissions. Zoho Sprints has default roles such as Member, Manager, and Admin.
A user's role is the same across all projects and cannot be customized for individual projects.

Create Roles

To create a role,
  1. Go to setup and click  Roles.
  2. Click +Role on the top right corner.
  3. Give a name and describe the role if required.
  4. Assign the role to the respective users and click  Create.  

Edit Roles

  To edit a role,
  1. Go to setup and click  Roles.
  2. Hover over the role and click .
  3. Make the changes and click  Update.  

Delete Roles  

To delete a role,
  1. Go to setup and click Roles.
  2. Hover over the role and click .
  3. You will be asked to reassign the users associated to another role. Map users to a new role and click  Reassign and Delete.

Default roles can neither be edited nor deleted.


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