## Zoho Payroll Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-om/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 organisation 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 a User

You can add a new user to your organisation by inviting them.

*   Click the **Settings** icon in the top right corner and click **Users** under _Users and Roles_.

![Users and Roles](/payroll/help/en-om/settings/users-roles/user-role-navigation.png)

*   Click **Invite User** on the top right corner.
*   Enter the **Name**, **Email**, and **Role** of the user.
*   Click **Invite User**.

![Users and Roles](/payroll/help/en-om/settings/users-roles/users.png)

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:

*   Click the **Settings** icon in the top right corner and click **Users** under _Users and Roles_.
*   Click the **More** icon next to the user and select **Edit**.

![Users and Roles](/payroll/help/en-sa/settings/users-and-roles/edit-user-details-in-zoho-payroll.png)

*   Make the changes and click **Save**.

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### Delete User

To delete a user:

*   Click the **Settings** icon in the top right corner and click **Users** under _Users and Roles_.
*   Click the **More** icon next to the user and select **Delete**.

![Users and Roles](/payroll/help/en-sa/settings/users-and-roles/delete-a-user-in-zoho-payroll.png)

*   Click **Yes** in the pop-up window which appears.

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### Re-invite User

To re-invite a user:

*   Click the **Settings** icon in the top right corner and click **Users** under _Users and Roles_.
*   Click the **More** icon next to the user and select **Invite Again**.

![Users and Roles](/payroll/help/en-sa/settings/users-and-roles/reinvite-user-in-zoho-payroll.png)

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### Mark a User as Inactive

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

*   Click the **Settings** icon in the top right corner and click **Users** under _Users and Roles_.
*   Click the **More** icon next to the user and choose **Mark as Inactive**.

![Users and Roles](/payroll/help/en-sa/settings/users-and-roles/mark-a-user-as-inactive-in-zoho-payroll.png)

*   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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## Super Admin

The Super Admin is a special privilege that gives one admin exclusive rights to set up and manage your organisation across all Zoho Finance applications. Only one admin can be the Super Admin at a time, and the role applies across Zoho Payroll, Zoho Books, Zoho Expense, and all other Zoho Finance apps in your organisation.

### Assign a Super Admin

When no Super Admin has been assigned to your organisation, a banner appears at the top of the _Users_ page. You can assign a Super Admin from this banner.

*   Click the **Settings** icon in the top right corner and click **Users** under _Users and Roles_.
*   Click **Assign Super Admin** in the banner.
*   Select an eligible admin from the **Super Admin** dropdown.
*   Click **Make Super Admin**.

![Assign Super Admin banner on the Users page](/payroll/help/images/super-admin/assign-super-admin-cta.png)

![Assign Super Admin modal](/payroll/help/images/super-admin/assign-super-admin-modal.png)

The selected admin will be marked as the Super Admin, and a **Super Admin** badge will appear next to their name on the _Users_ page.

![Super Admin badge next to the assigned admin](/payroll/help/images/super-admin/super-admin-tag.png)

**Note:** After you assign a Super Admin, other admins in the organisation can reassign or revoke this selection within 7 days. After the 7-day period, only the current Super Admin can transfer the privilege to another admin.

#### Reassign or Revoke Super Admin Privilege

After a Super Admin is assigned, other admins in the organisation will see a notification the next time they visit the _Users_ page during the 7-day grace period. The options available in this notification depend on the admin’s eligibility.

Admins who are active across all Zoho Finance applications in the organisation will see the option to reassign the privilege to a different eligible admin.

![Change Super Admin notification](/payroll/help/images/super-admin/change-super-admin.png)

Admins who are not eligible to be a Super Admin will see the option to revoke the privilege entirely.

![Revoke Super Admin notification](/payroll/help/images/super-admin/revoke-super-admin.png)

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### Change the Super Admin

You can transfer the Super Admin privilege to a different admin at any time.

*   Click the **Settings** icon in the top right corner and click **Users** under _Users and Roles_.
*   Click the **More** icon next to the admin you want to make the new Super Admin.
*   Select **Mark As Super Admin**.
*   Click **Make Super Admin** in the confirmation pop-up.

The previous Super Admin will lose the privilege, and the newly selected admin will become the Super Admin across all Zoho Finance applications.

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## Roles

### 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.

*   Click the **Settings** icon in the top right corner and click **Roles** under _Users and Roles_.

![Users and Roles](/payroll/help/en-om/settings/users-roles/user-role-navigation.png)

*   Click **New Role**.

![Users and Roles](/payroll/help/en-om/settings/users-roles/roles.png)

*   Enter a name for the role and provide a description.
*   Select the modules and the level of access you want to provide for the role.
*   The modules you can customise are:
    *   Employees
    *   Pay Runs
    *   Approvals
    *   Settings
    *   Reports

![Users and Roles](/payroll/help/en-sa/settings/users-and-roles/add-new-role-in-zoho-payroll.png)

*   Click **Save**.

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### Edit Role

To edit a role:

*   Click the **Settings** icon in the top right corner and click **Roles** under _Users and Roles_.
*   Switch to the **Roles** tab.
*   Click the **More** icon next to the role and select **Edit**.

![Users and Roles](/payroll/help/en-sa/settings/users-and-roles/edit-role-in-zoho-payroll.png)

*   Click **Yes** in the popup that appears.

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### Clone Role

To clone a role:

*   Click the **Settings** icon in the top right corner and click **Roles** under _Users and Roles_.
*   Switch to the **Roles** tab.
*   Click the **More** icon next to the user and choose **Clone**.

![Users and Roles](/payroll/help/en-sa/settings/users-and-roles/clone-role-in-zoho-payroll.png)

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### Delete Role

To delete a role:

*   Click the **Settings** icon in the top right corner and click **Roles** under _Users and Roles_.
*   Switch to the **Roles** tab.
*   Click the **More** icon next to the role and select **Delete**.

![Users and Roles](/payroll/help/en-sa/settings/users-and-roles/delete-role-in-zoho-payroll.png)

*   Click **Yes** in the pop-up window which appears.