Zoho Desk manages user access through two separate layers: Roles and Profiles. Understanding the distinction is key to setting up permissions correctly.
Roles versus Profiles
- Roles control which tickets and records an agent can see, based on your organisation's hierarchy. A manager's role typically sees everything their subordinates see, plus more.
- Profiles control which features, modules, and actions an agent can access, regardless of what data they can see.
Note: Both a Role and a Profile need to be assigned to every agent, including Light Agents. Skipping either results in misconfigured access, even if the other is set correctly.
Key profile permission categories
- Manage Agents. Add, update, and delete other users.
- Manage Permissions. Administer roles, profiles, and data-sharing rules.
- Manage Modules. Rename, select, and unselect modules such as Tickets, Contacts, and Accounts.
- Helpdesk Automation. Manage Workflows, Blueprints, and Macros.
- Tab Visibility. Control which modules are visible to agents on a given profile at all.
Custom role customisation by edition
Custom roles are available on Professional and Enterprise editions. Standard edition offers more limited role customisation.
Provisioning users at scale
For small teams, or infrequent onboarding, manual invitation works well. If you're on Enterprise or Zoho One and already have SAML SSO configured through Zoho Directory, SCIM provisioning is available, removing the need to manually invite each user individually as your team grows.
Need help? 1 Cloud Consultants can help you design a Roles and Profiles structure, and set up SCIM provisioning for larger teams.
Book a discovery call with 1 Cloud Consultants.