User Management
Deleting and Transferring Users
You may have to delete a user from the CRM account when they discontinue service in the organization or are transferred to a different team or project. Before deleting the user it is important that you transfer the records they own and the ones ...
Activating and Deactivating Users
Sometimes a users' position may change or they may move to different business units. In such cases, you might have to deactivate those users after transferring ownership of the records to other users. Note that deactivating a user is different from ...
Adding, Importing, Modifying, and Re-inviting Users
In Zoho CRM, a user is one who manages records, whether their own or those shared by other users, within the organization. In addition to accessing the CRM data, some of the users can perform administrative functions for the smooth running of the CRM ...