Configure Roles

In Zoho People, the data that the employees view in their portal is strictly based on the role that is assigned to them. Role is a special field in Employee form.

By default, there are few roles in Zoho People:-

• Admin - Admin users are at the top of the hierarchy. They have all the privileges.
• Director
• Manager
• Team Incharge
• Team Member

Apart from these roles, you can add the required roles for your Organization and assign to the employees.

To create new roles, please follow the below steps :-

• Login as 'Admin'.
• Click on 'Setup' at the top.
• Choose 'Roles' from the 'Users & Permissions' section.
• Click on 'Click to add a New Role'.
• Specify the Role Name.
• Click on 'Create'.