How do I create a custom role?

Apart from the predefined roles of Submitter, Approver, and Admin, Zoho Expense lets you add custom roles that suit your business needs. To create a new role:

  1. Switch to Admin View.
  2. Click the icon in the top right corner.
  3. Go to Users under Users and Control.
  4. Navigate to the Roles tab.
  5. Click the + New Role button in the top right corner. You can also clone an existing role and define the access permissions as required.
  6. Enter the Role Name and customise the permissions based on the nature of the role.
  7. Click Save. A new role will be created and you can assign the role to users.
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