Help

Users & Roles

Zoho Payroll allows you to add users so that multiple members of your organisation can access Zoho Payroll 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 Zoho Payroll is a cloud-based application, multiple users can work on it simultaneously from any location.

Add User

You can add a new user to your Zoho Payroll organisation by inviting them.

  • Navigate to Settings on the left sidebar and select Users & Roles.
Users and Roles
  • Click Invite User on the top right corner of the screen.
  • Enter the Name, Email and Role of the user.
  • Click Invite.
Users and Roles

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


Edit User

To edit a user:

  • Navigate to Settings on the left sidebar and select Users & Roles.
  • Click the More icon next to the user and select Edit.
  • Make the changes and click Save.
Users and Roles

Delete User

To delete a user:

  • Navigate to Settings on the left sidebar and select Users & Roles.
  • Click the More icon next to the user and select Delete.
  • Click Yes in the pop-up window which appears.
Users and Roles

Re-invite User

To re-invite a user:

  • Navigate to Settings on the left sidebar and select Users & Roles.
  • Click the More icon next to the user and select Invite again.
Users and Roles

Mark as Inactive

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

  • Navigate to Settings on the left sidebar and select Users & Roles.
  • Click the More icon next to the user and choose Mark as Inactive.
  • Click Yes in the pop-up window which appears.
Users and Roles

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


Add a New Role

You can create and assign roles to each user so that they have access to specific modules in Zoho Payroll. 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 on the left sidebar and select Users & Roles.
  • Switch to the Roles tab.
Users and Roles
  • 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
Users and Roles

Edit Role

To edit a role:

  • Navigate to Settings on the left sidebar and select Users & Roles.
  • Switch to the Roles tab.
  • Click the More icon next to the role and select Edit.
  • Click Yes in the pop-up window which appears.
Users and Roles

Clone Role

To clone a role:

  • Navigate to Settings on the left sidebar and select Users & Roles.
  • Switch to the Roles tab.
  • Click the More icon next to the user and choose Clone.
Users and Roles

Delete Role

To delete a role:

  • Navigate to Settings on the left sidebar and select Users & Roles.
  • Switch to the Roles tab.
  • Click the More icon next to the role and select Delete.
  • Click Yes in the pop-up window which appears.
Users and Roles
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