Create custom roles
Build your own access role in ZenAdmin — pick the modules and actions it can use, then assign it to employees.
Besides the built-in Owner, Admin, Finance, IT and User roles, you can create custom roles that grant exactly the modules and actions a team needs — for example a role that can view and allocate inventory but nothing else.
Steps
- Open Settings → Manage Permissions and click Add Custom Role.
- Details — enter a Name (2–60 characters) and, optionally, a Description (up to 200 characters).
- Permissions — pick a Module and tick the Actions the role can take on it. Click Add module access to add another module. Each module can be added once, and needs at least one action.
- Review — check the Role Details and Module Access, then click Save. You'll see Custom role created successfully.
Which modules and actions can I grant?
| Module | Actions |
|---|---|
| Inventory Management | View, Create, Edit, Delete, Allocate, Deallocate |
| Mobile Device Management | View, Edit, Execute action |
| Software Management | View, Create, Edit, Delete, Assign, Sync |
| Employee Directory, Time Off, Time Tracking, Workflows, Tasks & Approvals, Reports, Settings | View, Create, Edit, Delete |
| Dashboard | View |
| Webstore | View, Create, Edit |
| Integrations | View, Configure, Request application |
| Invoices & Billing Entities | View, Edit |
| Partnerships, Reselling | Get in touch |
| ZenAdmin Apps | Manage |
Any action on a module also lets the role view it. A module appears in the sidebar only for roles that can view it.
Assign a custom role
Custom roles appear alongside the built-in ones wherever you pick a role — the Edit role option on an employee in the Employee Directory and the role field when you hire someone.
Edit or delete a custom role
In Settings → Manage Permissions, open the role's View access details. From the [role name] Access Details drawer:
- Edit reopens the same three steps. Saving shows Custom role updated successfully.
- Delete asks you to confirm, then shows Custom role deleted successfully.
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