By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles and groups. Once the data sharing rules are configured, users associated to other roles and groups can gain additional access to the records that belong to other users.
You can provide the following types of access levels to user in Zoho CRM modules:
To manage default permissions
This feature helps you to create rules to provide access or restrict users from viewing data in various modules.
To create data sharing rules
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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