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Roles & Permissions in Zoho Bookings

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Zoho Bookings roles and permissions let Super Admins and Admins control what the Staff role can see and do, helping protect customer data and keep staff focused on what is relevant to them.

Who can configure permissions

  • Super Admins and Admins can configure Staff role permissions.
  • Managers can view the settings but cannot change them.
  • Staff cannot view or configure permissions.

Zoho Bookings user roles

Zoho Bookings includes predefined roles, from Super Admin (full access to all features, settings and integrations) down to Staff, each with a different level of access to bookings, customers and settings.

How to configure Staff permissions

  1. Go to Settings > General > Roles & Permissions.
  2. Make sure Staff is selected from the role dropdown.
  3. Configure permissions for each module.

My Profile

  • View: staff can view their own profile.
  • Edit: staff can edit their profile, including their working hours.

Booking Page

  • View All Booking Pages: staff can view all booking page links.
  • View My Booking Page: staff can only view the booking pages they are assigned to.

Booking page links are public URLs, so this restriction only applies within the Zoho Bookings interface. Anyone with a direct link can still open it from outside the app.

Customers

  • View All Customers or View My Customers controls which customer records staff can see.
  • Edit, Add, Delete and Export permissions build on whichever view option is selected.

Points to note

  • Turning on Edit for My Profile lets staff set their own working hours.
  • What staff see is based entirely on the permissions configured here.
  • Restrictions apply inside the Zoho Bookings application only. Public links, such as booking pages, remain reachable if shared outside it.
  • Role based permissions currently apply to the Staff role only, not to individual staff members.

Frequently asked questions

Which roles can configure Staff permissions?

Only Super Admins and Admins can configure Staff role permissions. Managers can view the settings, and Staff cannot see or change them.

Are booking page links still accessible if a staff member has the direct URL?

Yes. Booking page links are public web addresses, so this restriction only controls what staff can see inside the Zoho Bookings interface, not on the open web.

Can I set different permissions for individual staff members?

No. Role based permissions in Zoho Bookings currently apply to the Staff role as a whole, not to individual staff members.

Need help?

Need help configuring roles and permissions in Zoho Bookings? Contact support@thoughtlogik.com or see our Zoho implementation services.

Roles & Permissions in Zoho Bookings - PreviousGeneral SetupNext - Roles & Permissions in Zoho BookingsPrivacy & Security in Zoho Bookings

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