Add and Assign Users
This guide explains how to add a new user and assign a role in Zoho Publish. Users can take up various roles in
multiple groups. Learn more about how to assign a user within a business.
-
Click Users & Roles on the left menu.
- Click the Add User + button.
- Enter the Email Address of the new user.
- Enter the user's WhatsApp mobile number, including the country code. This number will be used to send WhatsApp notifications when the user is assigned a review or notified about one. This field is optional and can be skipped. Click Next.
Note: The country code is based on the location configured in your My Profile > My Accounts settings. - Choose any of the roles on Zoho Publish. The super admin and org admin have exclusive control over all business groups. When choosing Custom User, you'll see three predefined roles (Group Admin, Manager, & Viewer) and any custom roles you previously created. Select your desired role and grant organization-level permissions if needed. Click Next.
Note:- The org admin can't disable the super
admin.
- Organization-level permissions include 'Create Business Group' and 'Manage Users and Roles'
- The org admin can't disable the super
admin.
- Select and Assign businesses to the user for this role. Click Add Another Role if you wish to create another custom role and assign additional businesses to the same user. Click Next.
Note:
- A user can be assigned multiple roles to manage business groups within an organization. The powers and permissions will apply based on the role selected for each group.
- Turning the toggle off on Assign Role allows to add a user with organizational level permissions alone.
- Review the user email address, roles, and businesses assigned. Click Confirm and Add.
Note:
Click Edit to return to the first step. Click Back at the bottom right to go back to the second step.
Note:
To edit user details, navigate to My profile > Manage Users and Roles and tap theicon.
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