How to change the role of the user?

How to change the role of the user?

You can change the role of the users by following the steps given below:
  1. Log in to Zoho CRM with with Administrator privilege.
  2. Click Setup > Users and Control > Users.
  3. In the Users page, click the Edit link corresponding to the user for which you want to change the role.
  4. In the Edit User Details page, choose the Role from the drop-down list.
  5. Click Save.
Note: Free Edition users cannot change the role of the users as they have only one role available in their account.

    • Related Articles

    • How do I change the role of the user?

      You can change the role of the users with these steps: 1. Log in to Zoho CRM with Administrator privileges. 2. Click Setup > Users and Control > Users. 3. In the Users page, click the Edit link corresponding to the user you want to change the role ...

    • How to change the role of the user?

      You can change the role of the users by following the steps given below: Log in to Zoho CRM with with Administrator privilege. Click Setup > Users & Control > Users. In Users page, click on the user. In the user's details page, click Edit for the ...

    • How do I change the role of a user in my department in Zoho Survey?

      To change the role of a user: Click the dropdown in the  Role  section next to each email address and select  Vendor  or  Member. Members have the permission to create surveys and can view surveys available in the same department. Vendors have access ...

    • 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 ...