## Zoho Billing - Product, solutions, integrations, support, and resources Index

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

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

[Back to Settings Overview](/qa/billing/help/settings/)

# Users & Roles

You can collaborate with your employees and accountants in Zoho Billing, by inviting them as users, and providing role based access. Since Zoho Billing is an online application, multiple users can access it and work from any location.

#### User

A user is someone who has access to your Zoho Billing organization. An organization in Zoho Billing can have multiple users.

#### Role

A role refers to the level of accessibility that a user can have in an organization.

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## Adding Users

When you create a Zoho Billing account, you become the default admin of your organization. Once you are an admin, you can add multiple users with different roles to your organization. Here’s how you can do it:

1.  Navigate to _Settings_ > _Users & Roles_ > _Users_.
    
2.  Click **Invite User**.
    
3.  Enter **Email address** and **Name** of the user.
    
4.  Select a **Role**.
    
5.  Click **Send** to send the email invitation.
    
    ![Invite User](/billing/images/help/images/settings/users-roles/invite-user.png)

After doing so, an email will be sent to the new user, from where they have to verify the link and set up a login password to access your Zoho Billing organization.

**Note:**

Only users with Admin access can add new users.

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## Editing Users

After you have added a new user, you can edit their data if required. Here’s how:

*   Navigate to _Settings_ > _Users & Roles_ > _Users_.
*   Select the user whose details you want to change.
*   Click **Edit**.
*   Make the required changes.
*   Click **Save**.

**Note:**

Only users with Admin access can edit user information.

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## Custom Roles

Apart from the standard roles (such as Admin, Staff, etc.) in Zoho Billing, you can add additional roles with different levels of access. These roles are called Custom Roles.

To add a custom role:

*   Navigate to _Settings_ > _Users & Roles_ > _Roles_.
*   Click **New Role** in the top right corner of the page.
*   Select the modules and the level of access you want to provide for the role.
*   Click **More Permissions** for additional access options.
*   Click **Save**.

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## Mark User as Inactive

Sometimes, you might want to restrict a user from accessing your organization. In such a case, you can mark a user as inactive. You can make the user active again if you wish.

To mark a user as inactive:

*   Navigate to _Settings_ > _Users & Roles_ > _Users_.
    
*   Select the user you want to mark as inactive.
    
*   Click **Mark as Inactive**.
    
    ![Change User Status](/billing/images/help/images/settings/users-roles/mark-user-inactive.png)

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## Mark User as Active

You can make an inactive user active again. Here’s how:

*   Navigate to _Settings_ > _Users & Roles_ > _Users_.
*   Select the inactive user you want to mark as active.
*   Click **Mark as Active**.

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## Deleting Users

To delete a user, kindly follow these steps:

1.  Navigate to _Settings_ > _Users & Roles_ > _Users_.
    
2.  Select a user.
    
3.  Click _More_ > **Delete**.
    
4.  Click **Delete** to confirm.
    
    ![Delete User](/billing/images/help/images/settings/users-roles/delete-user.png)
    
    > **Please Note:**
    
    > *   Only an **Admin** can delete users.
    > *   An admin cannot delete his or her own account.
    > *   At any given point in time, there has to be one admin.
    

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