Understanding User Roles and Permissions

Zoho Connect user roles and permissions control who can manage your network, and how external contacts can take part without full access. This article explains the main types of access and how to manage them sensibly.

What roles and permissions do

Rather than setting permissions individually for every person, Zoho Connect assigns roles that come with a defined set of permissions, so access stays consistent as your team grows or changes.

Roles at the network level

A network has administrators who manage settings, users and network-wide content, and members who use the network day to day. Groups within the network can also have their own roles, so a group can be moderated without giving someone administration rights over the whole network.

External users: guests and restricted guests

People outside your organisation, such as clients or partners, can be added as guests or restricted guests, giving them access to specific groups or content without making them full members of your network.

Tips for managing roles effectively

• Give people only the access their role actually needs.
• Review access regularly, especially when someone changes teams or leaves.
• Keep your permission structure simple rather than creating many bespoke variations.
• Make sure users understand what their role allows them to do.