How do I create and manage user roles in Zoho Books?
If you are a business owner or manager, you may want to know how to create and manage user roles in Zoho Books in order to better control access to sensitive financial information. By creating and managing user roles, you can ensure that only authorized personnel have access to the data they need to do their job, while preventing unauthorized access to confidential information. Additionally, creating and managing user roles can help you keep track of who is accessing what information, and when, allowing you to better monitor and manage your financial data.
Grace Everwood
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9 steps
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18 seconds
Zoho
1
Go to [https://www.zoho.com/books/](https://www.zoho.com/books/)
2
Click the “Add User” button
3
Enter the user’s name, email address, and password
4
Select the user’s role from the drop-down menu
5
Click the “Create” button
6
To manage user roles, click the “Manage Roles” button
7
Select the user whose role you want to manage
8
Select the new role from the drop-down menu
9
Click the “Update” button