Can I create custom roles?
Yes. Navigate to Settings and click Brand Settings. Click Roles and Permissions. Here's where you can create custom roles and assign them their own set of permissions.
Related Articles
Create and Manage Roles
In Zoho Workerly, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, an Agent Admin can access all the records whereas an Agent can access ...
Managing Roles
In Zoho CRM, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Sales Manager can access all the Sales Reps' records whereas Sales Reps can ...
Manage Roles
In Zoho Recruit, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Senior Recruiter can access all the Recruiters' records whereas ...
Custom View
Customize the work items based on specific criteria and save these work items across different views. You can access custom views only if you are on the Professional plan. All the users in the team can access custom views irrespective of their ...
Adding Team Members and Member Roles
Once you've connected your social channels, you can add Team Members to manage your Brand's social media activities. If you're a Portal Admin, you can add members to one of three pre-defined roles -Portal Admin, Brand Admin, or User, depending on ...