Help documentation


You can collaborate with your employees and accountants 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 unlimited users. To do this, follow the steps below

Invite Users

Deleting Users

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

Adding Custom Roles

Users can access the modules based on their role. Predefined roles are:

You can create additional roles based on your needs. To create a custom role, follow these steps:

Was this document helpful?
Thank you for your feedback!