Who are Lite Users in Zoho CRM Plus?

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.
  1. 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.
  2. Add notes and attachments to org module records.
  3. View records created via integrations.
  4. View Social Brands feeds.
  5. Interact with other CRM users via Feeds.
    Read More: Team User in CRM.

Notes
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.
  1. View Tickets, Accounts, Contact, Articles, Activities, Reports, and Dashboards.
  2. View Company, Products, Personal Settings (except Signature), and Support Contract under Setup.
  3. Leave private comments in Tickets, Contacts, Accounts, Activities, and Articles.
  4. View and customize their profile information.
  5. Export module data using the Import/Export functionality under Setup.
  6. View all Custom Views and create a view that is visible only to them.
  7. Receive alerts through automation and on the escalation of tickets.
    Read More: Light Agents in Desk