Create Roles

Create New Role

By default, the CEO and Manager roles are enabled for your Zoho Creator paid account. In addition, you can create different types of roles for users based on their position in your organization hierarchy and the type of your Zoho Creator Edition.

Note

  • This feature is available only for new accounts created after April 2014. We are currently working on migrating the old accounts to support this feature. Note that migration is taking place on request basis. Please contact support@zohocreator.com for any clarifications.

To create new roles

  1. Navigate to the Settings page.
  2. Click Users & Permissions tab.
  3. Select Roles. The Roles page appears.
  4. Click New Role. The New Role page appears.
  5. Enter the Role Name. Do not add a role with the same name.

  1. Select the immediate superior's role from the Reports To lookup. If you do not select the superior's role, the new role will be created under the CEO role.
  2. Select the Share Data with Peers check box, if you would like to enable access rights to peers.
  3. Specify the Description for the role.
  4. Click Save

Assign Roles to the Users

After creating roles, you can assign them to the users in your organization. A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user.

To assign roles to the users

  1. Navigate to the Settings page.
  2. Select Users & Permissions.
  3. Select Users tab. The Users page appears.
  4. Select the required user.
  5. Select the specific Role from the Choose Role drop-down. A confirmation dialog is displayed with Yes/No button.
  6. Click Yes to update the changes.

Edit Roles

You can modify the user roles according to the changes in your organizational hierarchy. As part of the modification of the roles, you can perform the following:

  • Rename the role
  • Change the Superior Role
  • Change the setting for sharing data with Peers

While changing the role names, all the data sharing rules will be updated automatically. So you need not calculate the data sharing rules or update the user details.

Note:  A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user.

To edit a Role:

  1. Navigate to the Settings page.
  2. Select the Users & Permissions tab.
  3. Click the Role name in the RolesList.
  4. Click Edit in theRole Details page.
  5. Update the new properties for the role in the EditRole page.
  6. Click Save.

Delete Roles

You cannot delete the existing roles without transferring the users to a new role.

To delete a Role:

  1. Navigate to the Settings page.
  2. Select the Users & Permissions tab.
  3. Click the Role name in the Roles List.
  4. Click Delete in the Role Details page.
  5. Click on an existing Role to transfer the child-roles to the selected role in the DeleteRole page.
  6. Click Transfer & Delete. Now the role and child-roles are transferred to the new role and a different organization hierarchy is created.