Step 1: Access your Zoho Books Account
- Sign in to your Zoho Books Online Account.
- Click on the gear icon in the top right corner.
- Click Users & Roles under the Settings menu.
Step 2: Create Custom Role
- Select the Roles tab on the top of the page.
- Click the red New Role button in the top right corner of the page.
- View Only
Type this into the Role Name field. - Under Contacts, uncheck Full Access for all the boxes.
- Under Items, uncheck Full Access and check View for all the boxes.
- Under Banking, uncheck Full Access and check View.
- Under Sales, uncheck Full Access for all the boxes and check View for all the boxes.
- Under Purchases, uncheck Full Access for all the boxes and check View for all the boxes.
- Under Accountant, uncheck Full Access for all the boxes and check View for all the boxes.
- Under Budgets, uncheck Full Access and check View.
- Under Timesheets, uncheck Full Access.
- Under Documents, leave only View Documents checked.
- Under Settings, leave only Export data checked.
- Under Reports, check all boxes.
- Under Dashboard, check all boxes.
- Click Save.
You will return to the Roles page. You should see View Only as one of the roles listed.
Step 3: Invite Jenfi as a New User
- Click the All Users tab at the top of the page.
- Click the red New User button in the top right corner of the page.
- dd@jenfi.com
Type this into the Email Address field. - Jenfi
Type this into Name field. - Click on dropdown menu under Role, select View Only.
- Click the red Send button.
Jenfi will receive read-only access of your Zoho Books Online Account upon accepting the invitation email.
Refer to the Zoho Books Help Docs if you need further assistance with your account.