Who are Lite Users in Zoho CRM Plus?
Users who are only assigned to CRM as Team Users*, Analytics, Projects, or as Light Agents in Desk are considered as Lite Users in CRM Plus.
Here's what they can do in CRM Plus:
CRM: User with the Team User profile.
- View records in any 10 organization modules*.
By default, a team user will have access to Leads, Contacts, Accounts, and Deals modules. This can be changed using the Team User profile. - Add notes and attachments to org module records.
- View records created via integrations.
- View Social Brands feeds.
- Interact with other CRM users via Feeds.
Read More: Team User in CRM.
Note: *Lite users can be given access to CRM only if the organization has opted for CRM For Everyone, a truly democratic approach to managing a CRM. If you need help, please reach out to us at support@zohocrmplus.com.
Projects: Access to features and data will be based on the Role, Profile, and the Project(s) to which they are added to.
Analytics: Access to features and data will be based on the Role and the Workspace(s) that they are added to.
Desk: User with the Light Agent profile.
- View Tickets, Accounts, Contact, Articles, Activities, Reports, and Dashboards.
- View Company, Products, Personal Settings (except Signature), and Support Contract under Setup.
- Leave private comments in Tickets, Contacts, Accounts, Activities, and Articles.
- View and customize their profile information.
- Export module data using the Import/Export functionality under Setup.
- View all Custom Views and create a view that is visible only to them.
- Receive alerts through automation and on the escalation of tickets.
Read More: Light Agents in Desk
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