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

    • Role/group address

      Email addresses such as  admin@ ,  support@ , etc. from different product/service organizations are known as 'role' or 'group' addresses. Generally, these addresses involve a company, department, position, or group of employees. These group address ...

    • How do I assign a custom role to a user?

      Users with administrator privilege can assign custom roles. From the Navigation toolbar, click Settings and select Manage Users. Go to the Users tab. Click on the Assign Role link which is present beside the username. Select the role in the Change ...

    • Create custom view

      You can customize your view based on specific criteria. Feature Availability: Express, Premium, and Enterprise plans. Click on the current view and select Create Custom View. Set up the desired criteria to create the custom view. You can click  to ...

    • Forecasts Based on Role Hierarchy

      Introduction Roles provide access permissions for the records in Zoho Recruit. Based on the role hierarchy, records are accessible by users. A role hierarchy has multiple roles and sub roles. In Zoho Recruit, you create a forecast target for the top ...

    • Forecasts Based on Role Hierarchy

      The CRM records are accessible to the users in an organization based on their roles. The user at a higher hierarchy will be able to view the subordinate's record, that is, the record visibility is per the role hierarchy. A role hierarchy has multiple ...