Exploring User Roles and Permissions in Zoho Analytics
Introduction
In Zoho Analytics, an Organisation Administrator manages all workspaces and user-related operations within a specific organisation. While they hold powerful access, some permissions-like deleting the organisation-are reserved for the Account Administrator.
This guide explains the role, privileges, and management of Organisation Administrators in Zoho Analytics.
Step-by-Step Instructions:
1. Who is an Organisation Administrator?
An Organisation Administrator is a user with full administrative access to an organisation within Zoho Analytics. They can:
- Access all workspaces within the organisation
- Add users and workspace administrators
- Share, publish, and manage views
- Set up connectors and data imports
- Create reports, dashboards, and tables
Cannot:
- Rename or delete the organisation
- Add, activate, or deactivate another Organisation Administrator
2. Privileges of an Organisation Administrator
An Organisation Administrator can:
- Add and manage Workspace Administrators
- Add Users
- Create new Workspaces
- Set up Business Connectors
- Create and manage Reports, Dashboards, and Tables
- Share and publish data views across the team
3. Who Can Add an Organisation Administrator?
Only the Account Administrator can assign a user as an Organisation Administrator.
✅ Available from the Standard plan and above
4. How to Add an Organisation Administrator
To add an Organisation Administrator:
- Go to Setup > Manage Users
- Click Add New Users
- Choose Organisation Administrator as the role
- Enter the user’s email address
- Click Add
The user will now be an Organisation Admin within your organisation.
5. Can I Assign a User as an Organisation Admin in Multiple Organisations?
Yes. A user can be an Organisation Administrator in multiple organisations.
6. Can Organisation Administrators See All Organisations in My Account?
No. An Organisation Administrator has access only to the organisation they are assigned to. They cannot view or manage other organisations in your account.
7. Can They Access All Workspaces in My Account?
Organisation Administrators can access only the workspaces within their assigned organisation, not across the entire account.
8. Can Organisation Admins Add Users?
Yes. They can:
- Add Shared Users
- Assign Workspace Administrators
- Manage user permissions within their organisation
9. How to Remove an Organisation Administrator
There are two ways to do this:
Option 1: Delete the User from Your Account
- Go to Setup > Manage Users
- Select the Organisation Admin(s) to remove
- Click Delete
This will remove the user entirely from the organisation
Option 2: Change the User’s Role
- Go to Setup > Manage Users
- Hover over the user
- Click Change Role
- Choose a different role (e.g., User or Viewer)
- Click Apply
The user will retain access but without Organisation Admin privileges.
Tips
- Assign Organisation Admins for day-to-day management
- Use Workspace Admins for department-level control
- Only the Account Admin can assign or revoke Organisation Admin roles
- Remove admin roles immediately if a user leaves the business
