Roles

Roles

Manage data access permissions among users in CRM by assigning roles


Help guide
  1. Managing Roles


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                                                                                                      • Related Articles

                                                                                                      • Managing Roles

                                                                                                        In Zoho CRM, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Sales Manager can access all the Sales Reps' records whereas Sales Reps can ...
                                                                                                      • FAQs: Roles and Profiles

                                                                                                        1. What are profiles? A profile is a collection of permissions for actions that a user will require to perform their job. For example, a department head might require permissions to import data, customize modules, and add users to CRM. You can create ...
                                                                                                      • Manage Users, Roles, and Permissions

                                                                                                        As you proceed with setting up the CRM account, your next step will involve adding users and determining their roles and permissions based on which they will perform specific tasks. A user is the one who manages records within the organization, ...
                                                                                                      • Understanding Roles in Zoho Projects

                                                                                                        The roles and access privileges available in Zoho Projects are as follows: Portal Owner Portal Owner (Administrator) is the one who has all the privileges of an administrator. Additionally a portal owner also has permission to access upgrade/billing ...
                                                                                                      • Modifying Special Fields

                                                                                                        Some fields in Zoho CRM are not common to all modules, they are available and applicable only for particular modules depending on the purpose they serve. These fields are termed as special fields. The list of special fields in CRM are: Terms & ...
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