Managing Users

In Zoho Workerly, a user is one who manages records, their own or those shared by other users, within the organization. In addition to accessing the data, some of the users can perform administrative functions for the smooth running of the Zoho Workerly account.

Each user can sign in to their account with an email address and password. Every user is given a role and profile. The profile determines what features a user is allowed to access and the role determines what data the user can access based on the organization's hierarchy.

Some of the Add-ons and Plug-ins in Zoho Workerly needs to be enabled for users, for them to access the feature. For example, the Mobile Edition licenses, Zoho Mail Add-on, etc.

Availability

Profile Permission Required: Users with the Manage Users permission in profile can add/edit users.

Types of Users

Administrators: Users who can access the entire system. There must be at least one Administrator for accessing the entire data and features in your Zoho Workerly account.

Agents: Users who can access data according to the defined permissions (profiles) and roles in the organization.

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