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.

• Related Articles

• Managing Users

  In Zoho Recruit, 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 ...

• Managing Users

  Employees in your organization can be added as Users in Bigin, assign them the role that they perform in your organization and choose the appropriate profile which gives permission to access the functions they require.   Users with User Management ...

• Managing Zoho Mail Add-on Users

  The Zoho Mail Add-on helps you to manage all the customer correspondence within your Zoho CRM account. It helps you to keep track of all the email communication between the customers and the CRM users. In addition to this, as an administrator, you ...

• Managing Help Center Users

  Help Center users are users who prefer to find solutions by reading through your knowledge base articles or the community posts. When they are unable to find answers they can get it resolved from your agents by submitting a ticket. Users can also ...

• Managing Profiles

  Profile helps you define permission to access data for the users who belong to your Bigin account. The data that the users require will be different based on the role they are entitled to.    This further boosts security as profiles determine the ...