Introduction   

1. Who can access what?
   
2. What data or features can each user type access?
   
3. How is access granted and managed?
   
   

To support this, Zoho CRM now offers a multi-layered admin model that consists of the following roles:

Whether you're a super admin, teamspace admin, or team module admin, this guide will help you navigate your responsibilities in Zoho CRM For Everyone's decentralized team structures.

Super admin roles and responsibilities 

Super admins (or central admins) sit at the top of the CRM hierarchy. Since every team needs to configure their own processes, relying solely on the super admin can cause delays and bottlenecks. Hence, the super admin can delegate some of the responsibilities to appropriate users who will most likely be managers or team leaders of various teams. Delegating in Zoho CRM doesn't mean giving up control; it means sharing responsibilities with guardrails in place.

1. Create and deactivate users.
   
2. Manage CRM subscriptions and licenses.
   
3. Oversee organization-wide data access.
   
4. Can assign or remove other admins.
   
5. Create roles and profiles.
   
6. Help define module structure and data policies.
   
7. Support teamspace admins and team module admins with configuration needs.
   

 Points to remember for super admins or central admins

- Understand the different types of admins in Zoho CRM
-  Learn the differences between teamspaces and team modules
- Follow best practices while appointing teamspace and team module admins

Teamspace admin roles and responsibilities  

Teamspaces are dedicated work spaces where teams carry out their day-to-day business operations. A teamspace admin oversees each teamspace, much like an office manager in a physical office setting. They're responsible for making sure everyone is assigned to specific roles and addressing any disruptions to work by making necessary adjustments. By providing a highly organized and flexible teamspace structure, Zoho CRM enables each team to operate within an environment tailored specifically to support their unique responsibilities and objectives.

1. Assign users to teamspaces (users, groups, roles, or profiles).
   
2. Add/remove modules from teamspaces.
   
3. Create folders to group modules.
   

Points to remember for teamspace admins  

-- Teamspace Admins manage "who and what"—not "how" modules work.  
-- If someone can't see a teamspace, double-check that they're in the right teamspace and add them where necessary. 
-- Any users with the Manage Teamspace permission can add, remove, and rearrange modules directly in the sidebar.
-- Teamspace admins can only manage the teamspaces where they've been designated as admins, unless they have the Manage Teamspace permission enabled, in which case they can manage other teamspaces as well. 

Who is eligible to be assigned as an admin of a teamspace?   

1. Any CRM user can be added as a teamspace admin. No special profile permissions are needed in order for a CRM user to be a teamspace admin.
   
2. Any user with the Manage Teamspace permission enabled in their profile can manage all teamspaces.
   
3. A teamspace can only have one designated teamspace admin.
   

Team module admin roles and responsibilities  

Team modules serve to support teams in their specific teamspaces by enabling them to manage workflows and collaborate effectively. Team module admins have full control over modules, from front-end data to back-end settings. In a physical office setting, these admins are analogous to department managers who are familiar with the requirements of different processes, who's best suited to work in which areas, and so on.

1. Build and manage team modules.
   
2. Assign users to team modules as Managers, Members, Participants, or Requesters.
   
3. Manage activities for each profile.
   
4. Control the layout, fields, views, and permissions in the module.
   
5. Configure automation processes.
   

Learn more about team module admins and how to set them up.

Points to remember for team module admins   
 
- Team module admins manage the "how"—not the overall team membership.
- If someone can't see a module, double-check that they've been added to it. 
-Team module admins not added to a teamspace   won't be able to see records in the front-end interface. However, they can still access records from a direct link. In other words, team module admins can still configure team module settings without being privy to teamspace data.
-Team module admins are limited to creating/viewing their own requests.  
- Failure to maintain proper privacy and security standards may compel your super admin to revoke your access privileges.

Who is eligible to be assigned as a team module admin?   

Collaboration between admins 

Let's see how different admins can collaborate to ensure Zoho CRM enables all business operations to run smoothly.  

1. Super admins lay the foundation.
   

1. Teamspace admins manage boundaries.
   

1. Team module admins build the rooms inside.