Users & Roles

Zoho Payroll allows you to add users so that multiple members of your organization can access Zoho Payroll and help you run your payroll activities. You can also create and assign roles to each user so that they have access only to the modules that they are to handle. Since Zoho Payroll is a cloud-based application, multiple users can work on it simultaneously from any location.

Users

Add a User

You can add a new user to your Zoho Payroll organization by inviting them.

• Navigate to Settings and click Users & Roles.

• Click Invite User on the top right corner.
• Enter the Name, Email, and Role of the user.
• Click Invite.

An invitation email will be sent to the email provided. The user can join the organization by clicking the URL in the email.

Edit User

To edit a user:

• Navigate to Settings and click Users & Roles.
• Click the More icon next to the user and select Edit.

• Make the changes and click Save.

Delete User

To delete a user:

• Navigate to Settings and click Users & Roles.
• Click the More icon next to the user and select Delete.

• Click Yes in the pop-up window which appears.

Re-invite User

To re-invite a user:

• Navigate to Settings and click Users & Roles.
• Click the More icon next to the user and select Invite Again.

Mark a User as Inactive

If you want to temporarily restrict access for an user, you can do so by marking them as inactive.

• Navigate to Settings and click Users & Roles.
• Click the More icon next to the user and choose Mark as Inactive.

• Click Yes in the pop-up window which appears.

You can mark the same user as active again by following the same steps.

Roles

Add a New Role

You can create and assign roles to each user so that they have access to specific modules in Zoho Payroll. For example, you can set up roles in such a way that a portal admin has access only to Settings and an approver can access only the Approvals module.

• Navigate to Settings and click Users & Roles.
• Switch to the Roles tab.

• Click New Role.
• Enter a name for the role and provide a description.
• Select the modules and the level of access you want to provide for the role.
• The modules you can customize are:
  • Employees
  • Pay Runs
  • Approvals
  • Settings
  • Reports

• Click Save.

Edit Role

To edit a role:

• Navigate to Settings and click Users & Roles.
• Switch to the Roles tab.
• Click the More icon next to the role and select Edit.

• Click Yes in the popup that appears.

Clone Role

To clone a role:

• Navigate to Settings and click Users & Roles.
• Switch to the Roles tab.
• Click the More icon next to the user and choose Clone.

Delete Role

To delete a role:

• Navigate to Settings and click Users & Roles.
• Switch to the Roles tab.
• Click the More icon next to the role and select Delete.

• Click Yes in the pop-up window which appears.