About Roles
In any organization, its members must have well-defined roles to understand and execute their tasks. Zoho Sprints incorporates this aspect into the application to ensure that the members of the workspace are assigned roles to identify them. The roles can be considered to be synonymous with the designation of the members. They help maintain the structure of the organization tree.
A user's role is the same across all projects and cannot be customized for individual projects.
Default roles
There're default roles to choose from. These are commonly available roles within an organization or a project.
Workspace Owner - A workspace owner is the one who creates the team. The owner has access to all the projects in the team. In some cases of agile projects, a client can also be the workspace owner.
Admin - An admin is the one who plays the role of overseeing all the projects. The admin has access to all the projects in the workspace because of being assigned to them by default.
Manager - A manager is the one who oversees select projects. The manager is assigned to particular projects in the workspace to manage all the activities of those projects. The manager will have access only to the assigned projects.
Member - Members are the users who are assigned the work items. These users primarily handle the items assigned to them.
You cannot edit or delete the default roles.
Custom Roles
You can create custom roles based on your business requirement. In some cases, you might want to create a role that is very specific to your vertical. Let's assume you are an advertising agency and your organization has certain roles that are typical of the media industry. You want to create a role called account manager whose role is similar to that of a project manager. You can create a new role suitable to your vertical. This helps align the roles better with your business.
Note: Roles cater to grouping users into their designations within the organization. To customize a user's permission settings, navigate to Profiles and Permissions Settings.
Create custom roles
To create custom roles:
- Click the gear icon in the top-right corner to navigate to the Settings page.
- Go to the Roles section under Manage Users.
- Click the +Roles button.
- Enter role name.
- Provide description for the role.
- Select the type of user as Workspace User, Client User, or Vendor User.
- Select users to be assigned this role.
- Click the Create button.
The role will be added in the listing page and will be available for you to select from when you are adding users.
Edit custom roles
To edit custom roles:
- Click the gear icon in the top-right corner to navigate to the Settings page.
- Go to the Roles section under Manage Users.
- Hover on the required role. Edit link will appear.
- Click Edit.
- Modify the required fields.
- Click the Update button. The changes will be updated.
Delete custom roles
To delete custom roles:
- Click the gear icon in the top-right corner to navigate to the Settings page.
- Go to the Roles section under Manage Users.
- Hover on the required role. Delete link will appear.
- Click Delete. A confirmation pop-up will appear.
Note: If there are users assigned with this role, they need to be reassigned with a different role before deleting. - Click the Delete button. The role will be deleted.
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