Users & Permissions

Users & Permissions

Understand and manage the different roles you can assign to the users in your organization.

Table of contents

  1. User Roles
  2. Adding Users
  3. Changing User Roles
  4. Changing Super Admin

User Roles

The different user roles are Super Admin, Admin, Respondent, and User. Let's have a look at the permissions granted to each role.

PermissionsSuper AdminAdminRespondentUser
Create Forms/Reports                    
Access Forms                              
Submit Forms                               
Share Forms/Reports                     
Add approvals                     
Assign tasks                    
Add new Users                  
Assign Roles              
Alter User status(Active/Inactive)                  
Change Super Admin              

Note: If a Report is shared with edit permission, Respondent can edit, approve, or deny it.

Adding Users

Invite Users to your organization so that they can collaborate while creating forms for your organization.

To invite users to your organization:

  • Login to your Zoho Forms account as Super Admin.
  • Click the Users tab.
  • Click the Add users button at the top-right corner of the page.
  • Type in the email ID of the person you want to add and click on the Add button.

An email invitation will be sent to the invitee and until they accept your invitation, you will see a "pending" message and a "Re-invite" option next to the invitee name.

Changing User Roles

Change the roles of users in your organization by assigning them new roles. Change them to a User, Respondent, or Admin.

  • Log into Zoho Forms as Super Admin.
  • Click the Users tab.
  • Click the drop-down box of the person whose role you want to change.

  • Choose the user role as required.

Changing Super Admin

  • Login to Zoho Forms as the Super Admin.
  • Click the Users tab.
  • On the right corner, click the Change Super Admin icon.

  • In the pop-up, select the new Super Admin from the dropdown list.

  • Click Change.

 

 

 

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohoforms.com