## Documentation Index

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

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

# Users & Roles

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Our app allows you to add users so that multiple members of your organization can access our organisation 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 our app 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 organization 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-qa/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-qa/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 an 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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## Roles

### Add a New Role

You can create and assign roles to each user so that they have access to specific modules in our app. 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-qa/settings/users-roles/user-role-navigation.png)

*   Click **New Role**.

![Users and Roles](/payroll/help/en-qa/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 customize 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.