How do I define and manage user roles?

How do I define and manage user roles?

Currently Zoho Invoice supports two roles for a user in an organization i.e Admin and Staff. These roles limit the user's access to different operations in the system although the invoices, estimates, etc created are visible to all the users.

A person assigned an admin role has full access to all operations in his Zoho Invoice account.

A person assigned a staff role is restricted from accessing the following tabs:

  • Dashboard
  • Settings
  • Users
  • Reports

However, the access privileges to the rest of the tabs and sub links are the same as that of an admin user.