How to Configure Role Based Access to Reports in Zoho Books

The predefined roles in Zoho Books cannot be edited. However, you can create custom roles and configure the permissions the users with that role will have for reports.

Resolution

Prerequisite: Only admins can configure roles in Zoho Books.

To configure the report permissions of a role:

Go to Settings on the top right corner of the page.
Select Roles under Users and Roles.
Create a new custom role or edit a custom role that you had already created.
Scroll down to the bottom of the Edit Role page. You will find the Reports permissions at the end of the page.
If you want to give this role full access to all the reports in Zoho Books, check the Enable full access for all reports option.

Note: If you want users with this role to view the list of scheduled reports and configure layouts for report PDFs, you will have to enable full access for all reports.

If you want to give this role limited access to some of the reports in Zoho Books, you can click a report group and mark the permissions the role can have for each report. Later, when new reports are introduced, you will have to edit the role and provide access to the new reports.
Scroll down and click Save after you’ve configured the report permissions.

Once you configure the role, all the users with this role will have access only to the reports you’ve permitted for their role.