Exploring User Roles and Permissions in Zoho Analytics

Zoho Analytics user roles control who can build, change and see your reports. Choosing the right role for each person keeps sensitive data protected while giving teams the access they need. This guide explains each role and how access is managed.

The roles at a glance

Custom roles

If the standard roles do not fit, create custom roles at account level with fine-grained permissions. Users with a custom role inherit those permissions across the workspaces shared with them.

How access is controlled

• Roles are assigned in Organization Settings > Manage Users, when you add a user or with Change role.
• Users and Viewers see nothing until a report, dashboard or workspace is shared with them.
• When sharing a view you can set permissions such as read-only access, export or drill-down, so two users with the same role can have different access to different reports.

Choosing the right role

• Give administrator roles only to people who manage the setup.
• Use Workspace Administrator for team leads who look after one area, such as sales or finance reporting.
• Use Viewer for people who only need to read dashboards.
• Review roles regularly and deactivate leavers.