## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-ca/payroll/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Users & Roles

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Zoho Payroll allows you to add users so that multiple members of your organization can access Zoho Payroll and help you run your payroll activities. You can also create and assign roles to each user so that they have access only to the modules that they are to handle. Since Zoho Payroll is a cloud-based application, multiple users can work on it simultaneously from any location.

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## Users

### Add User

You can add a new user to your Zoho Payroll organization by inviting them.

1.  Navigate to **Settings** on the left sidebar and select **Users & Roles**.
2.  Click **Invite User** on the top right corner of the screen.
3.  Enter the **Name** and **Email** of the user.
4.  Select a **Role** and click **Invite**.

An invitation email will be sent to the email provided. The user can join the organization by clicking the URL in the email.

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### Edit User

To edit a user:

1.  Navigate to **Settings** on the left sidebar and select **Users & Roles**.
2.  Click the **More** icon next to the user and select **Edit**.
3.  Make the changes and click **Save**.

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### Delete User

To delete a user:

1.  Navigate to **Settings** on the left sidebar and select **Users & Roles**.
2.  Click the **More** icon next to the user and select **Delete**.
3.  Click **Yes** in the pop-up window which appears.

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### Re-invite User

To re-invite a user:

1.  Navigate to **Settings** on the left sidebar and select **Users & Roles**.
2.  Click the **More** icon next to the user and select **Invite again**.

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### Mark User as Inactive

If you want to temporarily restrict access for an user, you can do so by marking them as inactive

1.  Navigate to **Settings** on the left sidebar and select **Users & Roles**.
2.  Click the **More** icon next to the user and choose **Mark as Inactive**.
3.  Click **Yes** in the pop-up window which appears.

You can mark the same user as active again by following the same steps.

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## Roles

**Note:** This feature is available only for certain plans of Zoho Payroll. Visit our [pricing page](/en-ca/payroll/pricing/) to check if it’s available in your current plan.

### Add a New Role

You can create and assign roles to each user so that they have access to specific modules in Zoho Payroll. For example, you can set up roles in such a way that a portal admin has access only to Settings and an approver can access only the Approvals module.

1.  Navigate to **Settings** on the left sidebar and select **Users & Roles**.
2.  Switch to the **Roles** tab.
3.  Click **New Role**.
4.  Enter a name for the Role and provide a description.
5.  Select the modules and the level of access you want to provide for the role.
6.  The modules you can customize are:
    *   Employees
    *   Pay Runs
    *   Settings
    *   Reports
    *   Documents
    *   Taxes and Forms

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### Edit Role

To edit a role:

1.  Navigate to **Settings** on the left sidebar and select **Users & Roles**.
2.  Switch to the **Roles** tab.
3.  Click the **More** icon next to the role and select **Edit**.
4.  Click **Yes** in the pop-up window which appears.

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### Clone Role

To clone a role:

1.  Navigate to **Settings** on the left sidebar and select **Users & Roles**.
2.  Switch to the **Roles** tab.
3.  Click the **More** icon next to the role and select **Clone**.

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### Delete Role

To delete a role:

1.  Navigate to **Settings** on the left sidebar and select **Users & Roles**.
2.  Switch to the **Roles** tab.
3.  Click the **More** icon next to the role and select **Delete**.
4.  Click **Yes** in the pop-up window which appears.