How do I create new roles and permit users to access only specific modules?

To create a custom role in your organisation:

  • Go to Settings in the top right corner of the page.
  • Head to the User & Roles tab and click Roles.
  • Click + New User located in the top right corner.
  • Enter the Role Name and include a short Description about the role.
  • Configure permission to the required modules and customise the access levels for the role.
  • Save your preferences.

Now, you can assign the created role to users in your organisation:

  • Go to the Users under User and Roles in the Settings.
  • Choose an user.
  • Click Edit.
  • In the pop-up, assign a Role to the user from the drop-down.
  • Save your changes to update the user’s information.

    Note: The Custom Roles feature is limited to certain plans of Zoho Books. To learn more, visit our pricing page.

Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account


Online accounting software
for small businesses.