How do I configure access control permissions for features based on roles?

How do I configure access control permissions for features based on roles?

Once you have created a role, the next step is to configure feature access for it. Follow the steps below to configure access: 
  • In the Admin Panel, under Permissions menu, click and open Roles
  • Hover over the role for which you want to edit the control settings and click on Permissions.
  • The control settings for this particular role across various features will be listed in the form of check boxes. 
  • Check or uncheck the controls as needed and click Save

Apart from general feature permissions, you can also configure feature permissions specifically for accessing Zoho Cliq from mobile devices.

    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

          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide

                    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 SalesIQ Resources

                                        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

                                                                          • Related Articles

                                                                          • How to configure role-based mobile permissions?

                                                                            Roles are to set defined permissions for users on what features they can have access to based on their work. Apart from the general permissions, Zoho Cliq provides mobile specific permissions.  To access mobile specific permissions for roles, follow ...
                                                                          • What are roles?

                                                                            You can set up roles for a group of users and configure distinct access permissions for various features in Zoho Cliq. Examples: Managers - This role consists of leadership staff. You can configure permissions to create and delete channels ...
                                                                          • Role-based chat restriction for direct messaging

                                                                            Role-based chat restriction provides the admin with the privilege to restrict one-to-one conversations between selected departments and external users. These role-based restrictions can be applied to direct messages and file sharing. Admins can apply ...
                                                                          • How to customize access for specific modules?

                                                                            Module configuration in Cliq lets you customize Cliq as per your organizational requirements. You can choose to enable and disable any module in Cliq and apply it for everyone across the organization. This configuration will apply for your whole ...
                                                                          • How to set permissions in Cliq audio / video meeting?

                                                                            Cliq Audio / Video meeting has a set of permissions and general configurations made available for the host to enable for the meeting participants. Follow the below steps to stay in control of your Cliq meetings. While you schedule an online ...
                                                                          Wherever you are is as good as
                                                                          your workplace



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


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


                                                                            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