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Can I create a role apart from the default roles?
You can create additional roles and configure the level of permissions for that role. Here’s how you can create a custom role:
- Go to Settings.
- Under Organisation Settings, select Roles under Users & Roles.
- In this page, click New Role on the top right corner.
- Select the modules to be configured, and click More Permissions for additional permissions.
- Once you’ve configured the permissions for the role, click Save.
The role will be created. When you invite a user into Zoho Books, you can associate this role with them, and they can perform actions based on the permissions you had configured.