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Part III · Zoho Creator · Chapter 17

Users, Roles, and Permissions

261 words · preserved verbatim from the master reference

17.1 User Types

Creator distinguishes between:

  • Super Admin: Account owner with full access to all settings, users, applications, and billing.
  • Admins: Users with administrative privileges delegated by the Super Admin.
  • Developers: Users with access to the application edit mode.
  • Users: End users who access the published application (with permissions governed by assigned permission sets and roles).
  • Portal Users: External users accessing via portals.

17.2 Roles

Roles define hierarchical relationships between users and govern data visibility (particularly the "View" permission for records). Role hierarchies can be configured per application. Role limits: 50/app (Standard), 200/app (Professional), 1,000/app (Enterprise) (Pricing Comparison).

17.3 Permission Sets

A Permission Set is a named collection of rules governing user access across four dimensions (Understand Permissions):

LevelDescription
Module LevelEnable/disable access to individual forms, reports, and pages (tabs)
Record LevelView, Create, Edit, Delete, View All, Modify All for each form
Feature LevelImport, Export, Print data
Field LevelShow/hide individual fields; restrict edit access per field

Two predefined permission sets exist (Read, Write); admins can create unlimited custom permission sets. Permission limits per app: 10 (Standard), 50 (Professional), 250 (Enterprise).

Additional permission set features:

  • API Access: Restrict or allow API usage for users with a given permission set.
  • PII Data: Fields marked as containing Personal Identifiable Information can be shown/hidden at the permission set level.
  • ePHI Data: Fields marked as containing electronic Protected Health Information can be similarly controlled.