Is there a way to add users and give them read-only privileges?

Is there a way to add users and give them read-only privileges?

Yes. You can edit the settings in Zoho CRM so that a user you've added can just view records and not work with them. To get this done, follow these steps:



  1. Click Setup > Security Control > Profiles.
  2. Click on + New Profile, and create "Custom Profile - Read Only".
          
      3. Edit the Module-level Permissions so that only the view checkboxes are enabled and the permissions for Create, Edit and Delete are disabled.

      4. Add New User and assign this profile to the user.


See also


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