How do I create new roles and permit users to access only specific modules?

To create a custom role in your organisation:

• Go to Settings in the top right corner of the page.
• Head to the User & Roles tab and click Roles.
• Click + New User located in the top right corner.
• Enter the Role Name and include a short Description about the role.
• Configure permission to the required modules and customise the access levels for the role.
• Save your preferences.

Now, you can assign the created role to users in your organisation:

• Go to the Users under User and Roles in the Settings.
• Choose an user.
• Click Edit.
• In the pop-up, assign a Role to the user from the drop-down.
• Save your changes to update the user’s information.
  Note: The Custom Roles feature is limited to certain plans of Zoho Books. To learn more, visit our pricing page.