How can I create a custom role?

How can I create a custom role?

Users with administrator privilege can add new roles.

  1. From the Navigation toolbar, click Settings and select Manage Users.
  2. Click Roles and Privileges.
  3. Click Add button and select Role.
  4. Enter the role name and click Add.
  5. Assign the required privileges and click Save.

    • Related Articles

    • Create project

      Add a project After you create your team: Click Create a New Project. Enter the Project Name, select the Owner and Group, choose the Start and End Dates, and type an Overview about your project. Click Next to invite users to your project and fill in ...

    • Working with Custom Fields

      In Zoho CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but note ...

    • Creating Custom Fields

      In Zoho Workerly, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's Workerly account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined ...

    • Creating Custom Fields

      In Zoho Recruit, you can add new fields as required. These fields will be available to all the users added to your organization's Recruit account. Customize Zoho-Defined Fields: You can edit, delete, and hide some of the Zoho-defined fields, but note ...

    • Types of Custom Fields

      In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho ...