Getting Started Guide

Roles

Define roles for users in your organization and map them to their designations. Users can be mapped to roles and profiles to set access privileges. Zoho Projects gives you four default roles (Administrator, Manager, Employee, and Contractor) which can be edited to suit specific business needs. You can @ mention roles when adding a new status or when adding comments on feeds or any project modules (except direct comments on pages, documents, and forums).

Create a role

  1. Click in the top banner.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Roles in the left panel.
  4. Click Add Role to create a new role.

  1. Enter role Name.
  2. Click Save to save the new role.

Edit a role

  1. Click in the top banner.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Roles in the left panel.
  4. Hover over a Role and click .
  5. Edit role Name.
  6. Click Save to save your changes.

Delete a role

  1. Click in the top banner.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Roles in the left panel.
  4. Hover over a Role and click .
  5. Click Ok to delete the role.

 Related Topics

Profiles | Permissions Sets | Portal Owner and Admin Permissions

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