## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-sa/payroll/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Users & Roles

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Our app allows you to add users so that multiple members of your organization can access our organisation and help you run your payroll activities. You can also create and assign roles to each user so that they have access only to the modules that they are to handle. Since our app is a cloud-based application, multiple users can work on it simultaneously from any location.

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## Users

### Add a User

You can add a new user to your organization by inviting them.

*   Navigate to **Settings** and click **Users & Roles**.

![Users Tab in Zoho Payroll](/payroll/help/en-sa/settings/users-and-roles/users-tab-in-zoho-payroll.png)

*   Click **Invite User** on the top right corner.
*   Enter the **Name**, **Email**, and **Role** of the user.
*   Click **Invite**.

![Add a User in Zoho Payroll](/payroll/help/en-sa/settings/users-and-roles/add-user-in-zoho-payroll.png)

An invitation email will be sent to the email provided. The user can join the organization by clicking the URL in the email.

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### Edit User

To edit a user:

*   Navigate to **Settings** and click **Users & Roles**.
*   Click the **More** icon next to the user and select **Edit**.

![Edit User Details in Zoho Payroll](/payroll/help/en-sa/settings/users-and-roles/edit-user-details-in-zoho-payroll.png)

*   Make the changes and click **Save**.

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### Delete User

To delete a user:

*   Navigate to **Settings** and click **Users & Roles**.
*   Click the **More** icon next to the user and select **Delete**.

![Delete a User in Zoho Payroll](/payroll/help/en-sa/settings/users-and-roles/delete-a-user-in-zoho-payroll.png)

*   Click **Yes** in the pop-up window which appears.

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### Re-invite User

To re-invite a user:

*   Navigate to **Settings** and click **Users & Roles**.
*   Click the **More** icon next to the user and select **Invite Again**.

![Re-invite a User in Zoho Payroll](/payroll/help/en-sa/settings/users-and-roles/reinvite-user-in-zoho-payroll.png)

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### Mark a User as Inactive

If you want to temporarily restrict access for an user, you can do so by marking them as inactive.

*   Navigate to **Settings** and click **Users & Roles**.
*   Click the **More** icon next to the user and choose **Mark as Inactive**.

![Mark a User as Inactive in Zoho Payroll](/payroll/help/en-sa/settings/users-and-roles/mark-a-user-as-inactive-in-zoho-payroll.png)

*   Click **Yes** in the pop-up window which appears.

You can mark the same user as active again by following the same steps.

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## Roles

### Add a New Role

You can create and assign roles to each user so that they have access to specific modules in our app. For example, you can set up roles in such a way that a portal admin has access only to Settings and an approver can access only the Approvals module.

*   Navigate to **Settings** and click **Users & Roles**.
*   Switch to the **Roles** tab.

![Roles Tab in Zoho Payroll](/payroll/help/en-sa/settings/users-and-roles/roles-tab-in-zoho-payroll.png)

*   Click **New Role**.
*   Enter a name for the role and provide a description.
*   Select the modules and the level of access you want to provide for the role.
*   The modules you can customize are:
    *   Employees
    *   Pay Runs
    *   Approvals
    *   Settings
    *   Reports

![Add a New Role in Zoho Payroll](/payroll/help/en-sa/settings/users-and-roles/add-new-role-in-zoho-payroll.png)

*   Click **Save**.

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### Edit Role

To edit a role:

*   Navigate to **Settings** and click **Users & Roles**.
*   Switch to the **Roles** tab.
*   Click the **More** icon next to the role and select **Edit**.

![Edit a Role in Zoho Payroll](/payroll/help/en-sa/settings/users-and-roles/edit-role-in-zoho-payroll.png)

*   Click **Yes** in the popup that appears.

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### Clone Role

To clone a role:

*   Navigate to **Settings** and click **Users & Roles**.
*   Switch to the **Roles** tab.
*   Click the **More** icon next to the user and choose **Clone**.

![Clone a Role in Zoho Payroll](/payroll/help/en-sa/settings/users-and-roles/clone-role-in-zoho-payroll.png)

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### Delete Role

To delete a role:

*   Navigate to **Settings** and click **Users & Roles**.
*   Switch to the **Roles** tab.
*   Click the **More** icon next to the role and select **Delete**.

![Delete a Role in Zoho Payroll](/payroll/help/en-sa/settings/users-and-roles/delete-role-in-zoho-payroll.png)

*   Click **Yes** in the pop-up window which appears.