Who can access the roles and privileges tab?

Who can access the roles and privileges tab?

All users can view this module. To view the module,

  1. Click Settings icon on the top-right corner of the screen.
       settings icon - top right
  2. Select Manage Users.
  3. Click  Roles and Privileges.

Only paid users with administrator privilege can add a new role and edit the privileges of existing roles. 

 

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Roles and Privileges - New version

                                                                                                    When there are multiple users in your organization, it's essential to be mindful when it comes to data access. We try to make it as easy as possible for you to walk the line between easily sharing data between team members, yet maintaining strong ...
                                                                                                  • How to manage roles and privileges

                                                                                                    When there are multiple users in your organization, it is essential to be attentive about data access. We try to make it as easy as possible for you to tread the line between easily sharing data between team members, yet maintaining strong ...
                                                                                                  • What does access control option do?

                                                                                                    This option is not available in the new roles and privileges setup. Access is the master control option which controls direct module or cross-module access to data within the organization. By default, this setting will be enabled if a user chooses ...
                                                                                                  • Migration to the new user management setup

                                                                                                    We're revisiting the user management system along with the roles and privileges setup. With the new setup, we've introduced a couple of new default roles and have altered certain privilege restrictions to make the user management more effective. ...
                                                                                                  • Why can’t other users access my reports?

                                                                                                    If other users can't access your reports, please check to make sure you have set the right privileges. From the navigation toolbar, choose Settings and select Manage Users. Open to the Privilege tab Enable Access campaign detailed reports, stats ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources