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.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Profiles

                                                                                                    Profiles lets you to authorize and control the access of users within a team. You can set the profile at a team level and at project level. Team Profile : Profile is set at a team level. Project Profile : Profile is set at a project level. Zoho ...
                                                                                                  • User Groups

                                                                                                    User groups let you club users/roles/profiles into respective groups. Users who have been assigned any profile/role will be automatically added to these groups. These user groups can be mentioned in the Feed while posting a status or making an ...
                                                                                                  • Import your data from JIRA to Zoho Sprints

                                                                                                    As a first step, you will have to configure your JIRA account with your team in Zoho Sprints to which the data has to be imported. A few key points to know before you start to import Only a Team Owner or Admin can carry out the configuration. If you ...
                                                                                                  • Canceled sprints

                                                                                                    You can cancel the sprints that cannot be completed within the scheduled end date. How to cancel a sprint? You can cancel only the active sprints on your board. Navigate to Scrum   Board . Select the sprint and click View Details . Click at the top ...
                                                                                                  • Zoho Projects Integration

                                                                                                    No matter how many projects you have on your list or teams to coordinate - Managing everything in the right way matters the most. Project management methodologies are many, and every team is bound to follow a standard process. That's why moving to a ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources