The solution for effective security and user administration is role-based access control. By managing users access efficiently, organizations can simplify their security processes while still keeping their data safe.
Note: You must be an administrator in CRM Plus or have user management permissions in at least one of its component applications to access the Admin Panel.
From the Admin Panel, you can:
When you add users and assign applications to them, they will only have access to the applications you assign to them. For instance, if a user is assigned an administrative role in CRM, and a non-administrator role in Social, Campaigns, and Projects, they can manage and perform all tasks in CRM but they will have access only to certain features in the other applications.
When you sign up for Zoho CRM Plus, by default, you will be the Owner of the organization. You will have access to all of Zoho CRM Plus's applications:
With the trial version, you can invite up to 10 users to your organization. If you have existing users with access to these applications, they will be automatically migrated to Zoho CRM Plus with the same roles and permissions.
Note: If you are assigned the role of CRM Plus Administrator by your Owner, you can access any of Zoho CRM Plus applications by clicking the Access button displayed in the Onboarding page.
There are three levels of administrative control in CRM Plus: CRM Plus Administrators, Owners, and Application Owners. CRM Plus Administrators can manage all the core functions in CRM Plus and the affiliated applications. Owners have all of the same privileges as a CRM Plus Administrator, but can also change the organization details, portal URL, and designate a new owner. Application Owners can manage core functions in the respective application they are assigned to and also manage organization details, portal URL, and designate a new owner in a particular application.
The following table outlines the actions available in the Admin Panel for each administrative role.
Permissions | Owner | CRM Plus Administrator |
1. Change Owner | Yes | No |
2. Change Portal URL | Yes | No |
3. Update organization details | Yes | No |
4. Add/remove CRM Plus Administrators | Yes | Yes |
5. Add users in CRM Plus | Yes | Yes |
6. Activate/deactivate users in CRM Plus | Yes | Yes |
7. Reinvite users in CRM Plus | Yes | Yes |
8. Export users' data | Yes | Yes |
9. Delete users | Yes | Yes |
10. Enable/disable access to an application for a user | Yes | Yes |
11. Update details for a user in an application | Yes | Yes |
12. View subscription information* | Yes | Yes |
13. Upgrade/modify CRM Plus subscription | Yes | Yes |
*Note: Users who have user management permissions in one or more applications of Zoho CRM Plus can view their subscription details.
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