Roles

Roles

Overview of roles

Designation of users are classified as roles. For instance, a user can be a designer, coder, or writer on their professional scale. They can be a manager, leader, or mentor an a managerial scale. 

  1. More than one user can be mapped to a role.
             

  1. Also, a user can be assigned more than one role. 
             

Add role 

  1. Navigate to   and select  Access Control  from the left panel. 
  2. Navigate to the  Roles  tab and click  Add Role.
  3. Fill in the details and click  Add.



Edit/delete role

  1. Navigate to   and select  Access Control  from the left panel. 
  2. Navigate to the  Roles  tab and select a role name.
  3. Click    to the right of the role name.
  4. To edit this role, make the modifications and click  Save. 
  5. To delete this role, click   at the top right corner and confirm your action.



Assign roles to existing users 

  1. Navigate to   and select  Users  from the left panel. 
  2. If the user is not assigned any role yet: 
    1. Click the Add Role button in the Roles column corresponding to the user. 
    2. Pick the role you wish to associate with the user and click   Add Role. 
  3. If the user is already associated with roles:
    1. Click the    button   next to the existing roles, and click Change user roles. 
    2. Pick the role you wish to associate with the user and click  Add Role.
If you want to add a new role, click New Role at the top-right corner of the pop-up. 



Users can also be assigned roles when they are added to the organization. Learn more about adding users.

Usage of roles 

Roles are significant while assigning permissions in Layouts and Blueprints. 
  1. Layouts: Specific user roles can be given permission to view or add jobs in Layouts. 
            For instance, permission add jobs in a design related layout can be restricted to Designers alone. 
  1. Blueprints: Specific user roles can be given permission to perform particular transitions in Blueprints.
            For example, any approval related transitions can be restricted for Managers or Reviewers alone.             

    • Related Articles

    • Roles

      Define roles for users in your organization and map them to their designations. Users can be mapped to roles and profiles to set access privileges. Zoho Projects gives you four default roles (Administrator, Manager, Employee, and Contractor) which ...

    • Create Roles

      By default, the CEO and Manager roles are enabled for your Zoho Recruit paid account. In addition, you can create different types of roles for users based on their position in your organization hierarchy and the type of your Zoho Recruit Edition. ...

    • Managing Roles

      Roles Every organization follows a typical hierarchical arrangement of the line of authority where employees are categorized based on their roles. Normally, every organization hierarchy consists of CEO, Vice President, COO, Manager, Sales rep and ...

    • Managing Roles

      In Zoho CRM, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Sales Manager can access all the Sales Reps' records whereas Sales Reps can ...

    • Manage Roles

      In Zoho Recruit, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Senior Recruiter can access all the Recruiters' records whereas ...