Custom Module Operations

In this help document, you’ll learn the different actions you can perform on custom modules in Zoho ERP.

Edit Custom Modules

You can make changes to custom modules by editing them. Here’s how:

• Go to Settings in the top right corner of the page.
• Select the required custom module under Custom Modules.
• Click More in the top right corner and select Edit Module.
• Make the necessary changes and click Save.

Custom Module Permissions

By default, users of custom roles won’t have access to newly created custom modules. If users require access, you can update their roles to include access to the required custom modules. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Roles under Users & Roles.
• Click Edit next to the role for which you want to update permissions.
• Scroll down to Custom Modules.
• For each custom module, check the permission you want to provide for the role. Check All Access to provide full access to a custom module.
• Click Save.

Delete Custom Modules

If you no longer require certain custom modules, you can delete them. Here’s how:

• Go to Settings in the top right corner of the page.
• Select the required custom module under Custom Modules.
• Click More in the top right corner and select Delete Module.
• Confirm your action by clicking Delete again in the pop-up.

Export Custom Modules

You can export custom modules from your organization to use them in other applications or for record-keeping purposes.