You can share and collaborate with your employees and accountant in Zoho Books by inviting them as users and providing role based access. Since Zoho Books is an online application, multiple users can access it and work from any location.

Adding Users

Zoho Books allows you to add as many users as desired. You can add unlimited number of users through the Users section in the Settings.

Follow the below steps to Add Users.

Invite Users

Deleting Users

Zoho Books provides you with the option to manage the users. The admin can delete, change role or change status of a user, as and when required.

To delete a user follow these steps.

Deleting Users

Please Note:

  • Only an admin can delete users but he cannot delete an active user. An admin cannot delete his or her own account.

  • At any given point of time there has to be one admin.

Changing User’s status

In circumstances where you don’t want to permanently delete a user but would like to prevent or restrict a user from accessing Zoho Books, you can change the user’s status to inactive. This ensures that the person is no longer able to use Zoho books but remains listed as a user. You can also reactivate a user if you want him to use Zoho Books again.

To change the user’s status, follow these steps:

Change user's status

Changing User’s role

Based on the organization’s changing requirements or policies, you may want to change a user’s role. A change in role affects the restrictions / features available to the said user. It should be noted that only an admin can change any user’s role and it is not possible for a non admin user to promote himself as an admin, as only the admin has access to the settings panel.

To change the user’s role, follow these steps:

Change user's roles

Listing Users

All the users added to your Zoho Books account are listed together by providing the user’s name, email id, status & role in the User section under Settings. You can sort or filter this list based on your preference.

You can sort the list by clicking on the list titles like: Name, email address and role. This will sort the list based on your selection in an alphabetical order. You can change the order from ascending to descending by clicking on the up or down arrow provided besides each title.

Listing Users