FAQs on User Management | Online Help - Zoho CRM

Who is a user in your CRM account?

Anyone whose email address is mapped to a user license for your account is a CRM user. A Zoho CRM user is someone who can manage records, either their own or those shared by other users, within the organization. In short, any employee who accesses the CRM account to manage the data is a user. 

As well as accessing the CRM data, some users can perform administrative functions to ensure the smooth running of the CRM account. As an administrator, you can add users to the organization's Zoho CRM account, enabling your employees to conduct their day-to-day tasks independently. 

 How many users you can add to CRM is based on the number of user licenses you purchase. You need to buy a license for every user who accesses CRM. Each user can sign in to their account with their email address and password. 

 Every user is given a role and profile. The profile determines what features a user can access and the role determines what data they can access based on the organization's hierarchy.


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