Users and Roles
- What is the Accountant role?
- Can I create a role apart from the default ones?
- My users are not able to view the statements of customers/vendors. What should I do?
- My user is not able to apply vendor credits to the bill as it states that he does not have permission. What should I do?
- My user is not able to view the Write Off option in invoices. What permission should I enable for their role?
- How do I stop reminders for a particular customer?
- How do I invite a user under a different domain to my organization?
- My users are not receiving the invitation email. What should I do?
- My user is not able to find the Export button. What permission should I assign to their role to access it?
- How do I hide the selling price and purchase price of items from specific users in my organization?
- How do I monitor the actions and changes performed by users in my organisation?
- How do I add an accountant if I have subscribed to Zoho One?
- How do I create new roles and permit users to access only specific modules?
- How do I configure the role ‘superadmin’ to a user in Zoho Books?
Yes
No
