Role management in Zoho Office Integrator

Role management in Zoho Office Integrator

Hey Office Integrator users!
 
We're pleased to announce that users now have the ability to assign role-based permissions, which empowers them to execute specific operations within Office Integrator and manage tasks like adding or removing user accounts and transferring portal ownership to other users. To know more about role management in Office Integrator, please refer to this link.
 
Office Integrator offers three types of roles:
  • Super Admin
  • Admin
  • Developer
 List of operations that a user can perform for each role: 

Role
View APIKey information
View subscription information
View usage stats
Generate new API Key
Manage white-label settings
Manage subscription
Manage members in the organization
Transfer ownership
Delete account
Developer
✔️
✔️
✔️
❌
❌
❌
❌
❌
❌
Admin
✔️
✔️
✔️
✔️
✔
✔️
✔️
❌
❌
Super Admin
✔️
✔️
✔️
✔️
✔
✔️
✔️
✔️
✔️


Note:
  • You can add up to five users to your portal, including Super Admin and Admins.
  • Only Super Admin and Admins can manage the members and their roles in your portal.
  • Each user added to your Office Integrator portal must have a Zoho account.

How to add a user and assign a role: 

  1. Go to Office Integrator's dashboard and click Settings in the left panel.
  2. Click Manage Members in the Accounts tab.
  3. Click Add New User.
  4. Enter the user's email address and choose the desired role from the dropdown.

How to transfer ownership of your portal: 

  1. Click the dropdown next to the user to whom you want to transfer ownership in the Manage Members section.
  2. Choose Super Admin from the list of options displayed.
  3. Click Transfer in the pop-up.



Note: The subscription invoice will be sent to the new Super Admin's email address.

How to delete a user:

  1. Go to Office Integrator's dashboard and click Settings in the left panel.
  2. Click Manage Members.
  3. Click the Remove option next to the user's name.


Try this new update and share your feedback in the comments section below or at support@zohoofficeapi.com or support@eu.zohoofficeapi.com.
 
Regards,
Team Office Integrator


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