Data Security Types - Online Help - Zoho CRM

Data Security Types - An Overview

Managing the complexities of security administration is one of the growing concerns in any enterprise, especially those open to e-commerce or with large networks. In such demanding times, the availability of Security Management is considered predominant – affecting all sectors of an enterprise. The foundation of any security management is a model with role-based access control, enabling all the required functionality and authentication for a security system.

Zoho CRM provides a set of security features that defines permission to the data as well as the features of Zoho CRM. Administrators can control these security options in the organization's CRM account. 

Role based security
Select this option to allow data access within the organization based on the hierarchy structure. Learn more

Profile based security
Select this choice-based option to give the users permission to access only those features that are relevant to their profile like specific modules or data administration tools. Learn more

Group based security
Extend the data-level access to other users with similar job profile. Learn more

Data Sharing
At times two or more groups may have to co-exist in order to yield better results. In such cases, data sharing is the best option. Using Data Sharing, the user can extend their access rights to any other role or a group. Learn more

Record Sharing
Share specific records with peers, management and subordinates. Learn more

Data Encryption
Data is extremely sensitive and confidential. Zoho CRM helps you to secure your data by encrypting it. Encryption is the process by which the raw data is encoded and can only be decoded by the authorized user. This blocks unauthorized parties from gaining access to your data in Zoho CRM. Learn more

Configure IP Addresses
Zoho CRM deals with tonnes of customers' data and you must make sure that it's not accessed from an insecure network. You can restrict logging into Zoho CRM by allowing specific IP Addresses only. Learn more

Territory Management
Segment customer accounts based on account characteristics such as, products or services, expected revenue, zip code/region, or industry, rather than record ownership. Learn more

Zoho Mail Add-on Users
Manage the users' access for the Mail Add-on feature. Learn more

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