Roles

Roles

Manage data access permissions among users in CRM by assigning roles


Help guide
  1. Managing Roles


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                                                                                    • Related Articles

                                                                                    • What are roles?

                                                                                      Roles in CRM represent your organization's hierarchy. For example, if you have sales managers, sales executives, and sales reps in your organization, you can create these roles in CRM. Another benefit of creating roles is that it allows you to ...
                                                                                    • 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 on 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 ...
                                                                                    • What are the default roles in Zoho CRM?

                                                                                      By default, Zoho CRM provides the CEO and Manager roles. You can add more roles based on your organization's structure such as sales manager, sales rep, etc. To create new roles Go to Setup > Users & Control > Security Control > Roles. In the Roles ...
                                                                                    • I'm the CEO of the company but am unable to create roles?

                                                                                      If there is only one user in your CRM account, you will not be able to create roles. The New Role option will not be displayed. Read more about adding users. For the first user that you add, only the system-defined roles: CEO and Manager and standard ...
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