Account Management
Learn how to manage your ZOLOZ account.
Through the Team function, administrator can manage team members, create custom roles with specific permissions, and configure security policies to meet different business scenarios and compliance requirements.
Overview
The ZOLOZ Portal provides a Role-Based Access Control (RBAC) system that gives you the flexibility to control who has access to what. With this system, you can:
- Manage Team Members — Create and manage accounts for your team with different roles
- Create Custom Roles — Define roles with specific permissions tailored to your business needs
- Configure Security Policies — Set up security rules including session timeout, device limits, and auto-disable policies
The Team module includes three sub-modules:
Module | What you can do |
Team Members | View, create, edit, and manage all team member accounts |
Roles & Permissions | Create custom roles and configure granular permissions for each role |
Security Policies | Configure account security settings including session timeout and device limits |
System Roles and Permissions
ZOLOZ Portal provides 4 built-in system roles. System roles are pre-configured with specific permissions and cannot be deleted or modified.
Role | Type | Description | Permissions |
ADMINISTRATOR | System | Full system access, including user management, role management, and billing | All permissions across the Portal |
OPERATOR | System | Standard operator with case management permissions | Case Search, Case Detail View, Case Export, UI Configuration, Dashboard, Blacklist |
ANALYST | System | Read-only access to cases and reports for data analysis | Case Search, UI Configuration, Dashboard, Operation Log (view/export), My Profile |
ITADMIN | System | IT administrator with account and system configuration permissions | Team member management, Security Policies configuration, Operation Log, Dashboard |
📘 Note: Only users with ADMINISTRATOR role can access the Roles & Permissions module to create and manage custom roles.