User Management
The User Management section allows you, as the super admin or admin, to add technicians to your organization. The number of technicians you can add depends on the number of licenses you have purchased. Invites can be sent one by one or to a group of technicians. You can also grant permissions for technicians to specific departments.
To invite technicians
- Go to Settings.
- Select User Management under Organization.
- Click INVITE.
- Enter the email address of the technician you want to invite.
- Choose Add another email to add another email address.
- Click on the dropdown next to the email address of the technician to assign a role to the technician.
- To give access to selected departments, click the header under Departments.
- Choose the departments you want the technician to be able to access and click Done.
- Click INVITE TECHNICIAN to send the email invite.
- If the invited technician already has an account with Zoho, they can click on ACCEPT to be added to the organization. If not, they will be redirected to our homepage where they can to sign up with Zoho Assist to be added to the organization.
To assign roles to technicians
You can assign roles such as Admin and Technician to the members of your organization. The difference between the Super Admin and the Admin is that only the Super Admin has access to the pricing and billing details of the account.
- Go to Settings on the top menu bar.
- Select User Management under Organization.
- Click the dropdown arrow for Role (technician will be selected by default).
- Select the role you want to assign.
Privileges | Super Admin | Admin | Technician |
Billing | ✔ | ✗ | ✗ |
Assign roles | ✔ | ✔ | ✗ |
Specific department permissions | ✔ | ✔ | ✗ |
Preferences | ✔ | ✔ | Limited |
Rebranding | ✔ | ✔ | ✗ |
Email templates | ✔ | ✔ | ✗ |
Integrations | ✔ | ✔ | ✗ |
File manager | ✔ | ✔ | ✗ |
Session recording | ✔ | ✔ | ✗ |
Reports | ✔ | ✔ | Self-conducted sessions only |
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