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Users & Roles

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Zoho Billing lets you invite employees, accountants and other stakeholders as users, with role-based access controls to manage what each person can view or change.

Users and roles

A user is anyone with access to your Zoho Billing organisation. A role defines what modules and functions that user can access or manage. When you create your organisation, you become the default Admin and can invite others to join.

How to add a user

  1. Go to Settings > Users & Roles > Users.
  2. Click Invite User.
  3. Enter their email address and name, and choose a role from the dropdown.
  4. Click Send.

The invited user gets an email with a verification link. Once verified, they set a password and can access your organisation. Only Admins can invite new users.

How to edit a user

  1. Go to Settings > Users & Roles > Users.
  2. Select the user and click Edit.
  3. Make your changes and click Save.

Only Admins can edit user information.

Custom roles

Zoho Billing includes predefined roles such as Admin and Staff, but you can create custom roles for finer control.

  1. Go to Settings > Users & Roles > Roles.
  2. Click + New Role.
  3. Select the modules and access levels (View, Create, Edit, Delete) for the role. Use More Permissions for finer options.
  4. Click Save.

Marking a user inactive or active

To temporarily revoke access without deleting a user, go to Settings > Users & Roles > Users, select the user and click Mark as Inactive.

You can reactivate them later, without re-inviting, by selecting the inactive user and clicking Mark as Active.

How to delete a user

  1. Go to Settings > Users & Roles > Users.
  2. Select the user, then click More > Delete.
  3. Confirm by clicking Delete.

Only an Admin can delete users, an Admin can’t delete their own account, and there must always be at least one Admin in the organisation.

Frequently asked questions

Who can invite new users in Zoho Billing?

Only users with Admin privileges can invite others.

What’s the difference between marking a user inactive and deleting them?

Marking a user inactive temporarily revokes their access so you can reactivate them later without re-inviting them. Deleting removes them permanently.

Can an organisation have zero Admins?

No, there must always be at least one Admin, and an Admin can’t delete their own account.

Need help?

Need help managing users and roles in Zoho Billing? Contact support@thoughtlogik.com or see our Zoho implementation services.

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