User Management
Managing roles and permissions
The organizational hierarchy in your business can be replicated in CRM Plus as roles, and it defines the permissions each user has to view data and access various features across modules. These roles and permissions can be customized for CRM, ...
Manage user access via Zoho Directory Integration
What's Zoho Directory? Zoho Directory is a workforce identity and access management software that helps businesses manage access to applications and devices from a centralized location. This single point of control simplifies the process for the ...
Assigning Users to Applications and Changing Application Owners
Click the Applications tab () to access the Applications page in order to view the owners of the specific Zoho CRM Plus applications and the number of active users in each application. From this page, you can assign users to an application, view the ...
Manage users and assign access to applications
You can add users to your organization and grant them access to individual applications in Zoho CRM Plus. This allows you to manage users and their application access to Zoho CRM Plus's features and functions, making it easy to limit who has access ...