How to Create New Roles in Zoho Expense?

Zoho Expense roles control what each user can see and do, from submitting their own expenses to approving reports for others. This guide covers creating a custom role when the predefined roles don’t fit your business exactly.

What roles do

Every user is assigned a role that determines their permissions. Zoho Expense provides predefined roles, and you can also create custom roles for situations that need different or narrower access.

How to create a custom role

1. Click Admin View.
2. Click Settings on the left sidebar, or the Gear icon.
3. Go to Roles & Permissions under Users and Control.
4. Click + New Role.
5. Enter a name for the role and set its permissions, then save.

Cloning an existing role

Hover over a role you already have, click the More icon, and choose Clone to use it as a starting point for a new role.

Tips

• Base a new role on the closest predefined role and adjust from there, rather than starting empty.
• Review roles periodically as your organisation grows, so permissions still match people’s actual responsibilities.

Frequently asked questions

Do I have to build a role from scratch?

No, you can clone an existing role and adjust its permissions rather than starting from nothing.

Where do I create a new role?

Under Admin View, go to Settings, then Roles & Permissions under Users and Control, and click + New Role.

Can I change a role’s permissions after it’s created?

Yes, open the role from Roles & Permissions and update its permissions, then save.

Need help?

Need help setting up roles and permissions in Zoho Expense? Contact support@thoughtlogik.com or see our Zoho implementation services.