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How do I create a role apart from the default ones in Zoho ERP?

You can create additional roles and configure the required level of permissions. To create a custom role:

  • Go to Settings.
  • Under Organization Settings, select Roles under Users & Roles.
  • Click New Role in the top right corner.
  • Enter the required details and configure the required permissions.
  • Click Save.

The role will be created.