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How do I create a new role in Zoho Practice?

To create a new role:

  • Go to Settings.
  • Click Roles under Users & Roles.
  • Click New Role in the top right corner of the page.
  • Enter a Role Name and provide a short Description, if required.
  • Select the modules to be configured. Click More Permissions to provide additional permissions to the user.
  • Click Save.

You can now assign this role when you invite a user to your Zoho Practice organization.