Back
How do I create a new role in Zoho Practice?
To create a new role:
- Go to Settings.
- Click Roles under Users & Roles.
- Click New Role in the top right corner of the page.
- Enter a Role Name and provide a short Description, if required.
- Select the modules to be configured. Click More Permissions to provide additional permissions to the user.
- Click Save.
You can now assign this role when you invite a user to your Zoho Practice organization.