Role-Based Management
Take Backup of Email Account
Take Backup of User's Email Account You can take a back-up of the deactivated user's email account only if the Account Type is Record-Level Sharingor Complete Sharing. Once you take the backup, all the user's emails associated to the records in CRM ...
Lock/Unlock Email Account
Lock Mail Add-on Configuration The configurations for Mail Add-on can be changed only by the users themselves. You cannot change the configurations of other user's mail accounts, however, you can lock the configurations as an Administrator. On ...
Creating Data Sharing Rules
This feature helps you to create rules to provide access or restrict users from viewing your data in various modules. Availability Profile Permission Required: Users with the Manage Data Sharing permission can access this feature. To create data ...
Manage Data Sharing
Managing Default Data Sharing Process You can provide the following types of access levels to user in Zoho CRM modules: Private: Only the record owner and his/her superior can view the record. Public Read only: Users can view others' records but ...
Assign Group
Assign Users to Group After creating a new group, you can associate members with the group. As mentioned above, group members can be users, roles, roles & subordinates or other groups. After assigning group members you can share the CRM data among ...
Share Records
Share Records with Groups In CRM, records are always owned by the user. However, access rights to the records can be extended to other users by grouping a set of users and setting up sharing rules for each module. After setting up the sharing rules, ...
Links
Set Access Permissions for Custom Links After the custom links are created, users who have 'Customize CRM' permissions in their profile can set access permissions for the custom links. Based on these permissions, other users can use the custom links. ...
Fields
Set Access Permissions for Fields With the field-level security, you can control the access rights of CRM fields for various profiles. This will ensure smooth security at the field-level, allowing users to access the fields that are relevant to their ...
Assign Roles to the Users
After creating roles, you can assign them to the users in your organization. A user with an Administrator profilewill have access to all the data irrespective of the role assigned to the user. To assign roles to the users Click Setup > Users & ...
Create Roles
By default, the CEO and Manager roles are enabled for your CRM paid account. In addition, you can create different types of roles for users based on their position in your organization hierarchy and the type of your CRM Edition Note A user with ...
Associating Users with Profile
You can associate the profile with the users so that they can access CRM modules and fields that are assigned to them. Users with System Administrator privileges can associate a profile with users. To associate users with a profile ...
Controlling Different Permissions
Controlling Different Permissions After creating a profile, you must control the access to the modules (Leads, Accounts, Contacts, Potentials, Tickets, Solutions, Products, Price Books, Tasks, Events, Forecasts, Vendors, Purchase Orders, Sales ...
Creating Profile
While creating a profile, first you have to associate the existing profile to the new profile and later you can change the modules and field-level access control. The table below provides information on the default profiles and the additional ...
Delete Users
When a member of your organization quits or is replaced you may have to delete the member from you CRM account. Note that deleting a user from CRM is not the same as closing their account. They are deleted only from CRM. When you delete a user You ...
Activate/Deactivate Users
Sometimes in your organization, the users' hierarchical status may change or they may move to different business units. In such cases, you might have to deactivate those users after transferring ownership of the records to other users. Note that ...
Re-Invite Users
When the users do not accept the invitation sent by the Administrator within 7 days, the Administrator can resend the invitation to the user. Users who have not accepted the invitation to join the organization's CRM account will be listed ...
Add Users
To add users: Log in to CRM with Administrator privileges. Users with Manage Users permission in the profile can also access this feature to add users. Click > Click Setup > Go to USERS AND CONTROL > Click USERS In the USERS page, click Add New ...