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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.

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