Can I create a role apart from the default roles?

You can create additional roles and configure the level of permissions for your role. Here’s how you can create a custom role:

  • Go to Settings in the top-right corner of the page.
  • Select Roles under Users & Roles.
  • In this page, click + New Role on the top-right corner.
  • Select the modules to be configured, and click More Permissions for additional permissions.
  • Once you’ve configured the permissions for the role, click Save.

Note: The Custom Role feature is available only in certain plans of Zoho Books. Visit the pricing page to check if it is available in your current plan.

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