What are custom roles and how do they work?
The Custom Role feature in Zoho Assist allows you to establish personalized roles with specific permissions to ensure that each user's access matches their responsibilities. It provides a simple, flexible approach to managing rights for a team of any size. With custom roles, you can:
Enhance security
Restrict access to sensitive features and data by assigning roles tailored to your team's structure.
Streamline workflows
Assign only the necessary permissions to each role to maintain simplicity and efficiency.
Improve accountability
Track and control user actions to ensure that individual responsibilities are clearly defined and managed.
How to create a custom role in Zoho Assist
Zoho Assist simplifies role assignments by offering standard roles like Super Admin, Admin, and Technician, or customizable roles tailored to your team’s needs. To assign roles or create a new custom role in Zoho Assist, follow these steps:
- Access settings: Go to the Settings option in the top menu bar
- Navigate to manage technicians: Under the Organization section, select Manage Technicians.
- Select role: Click Role to view existing roles or create a new one.
- Create a new role: Click New Role.
- Define role details: On the new page, enter details such as the role name and description, and select the permissions you would like to grant.
- Save the role: Click Save to add your custom role.
Key features of custom roles in Zoho Assist
Enhanced security
Custom roles enhance security by limiting access to sensitive data and critical actions. Only authorized users can access confidential information, which ensures your remote support sessions remain secure and compliant.
Frequently Asked Questions
The Super Admin has access to all features, including rebranding, billing, and subscription settings. The Admin has similar access but is restricted from these areas.
Yes, you can modify any custom role by navigating to Settings > Manage Technicians and choosing the role you want to update.
There is no limit—you can create as many custom roles as you need to fit your team structure.
Yes, with custom roles, you can limit a user’s access to specific permissions, such as session-related actions and controls.
Role-based monitoring enables you to track activities and session performance based on each role, which improves accountability and transparency for support sessions.