Is it possible to restrict access to certain Companies or Contacts based on users?
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
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.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Can I restrict which agents or teams see certain Requests in Zoho FSM?
Access is controlled at the module level (e.g., Requests, Services and Parts, Contacts, Companies) through profile-based permissions. Within these permissions, you can set: Own Records – Users can only view or modify the records they own. All Records ...Companies
A Company refers to an organization to whom you are providing field services. Available in Editions: All Editions Add Companies Companies can be added in the following ways: Add companies individually in the Companies module. The details are ...Can I give users view-only permissions for certain records and prevent them from editing?
Yes, you can configure view-only access for certain records in Zoho FSM by customising user permissions through custom profiles. Note that standard (built-in) profiles cannot be edited, so this option is available only with custom profiles. To set ...Which profile users can access the Zoho FSM mobile app?
Users with any profile can access the Zoho FSM mobile app, provided they are active users in the Zoho FSM organization. However, the features, modules, records, and actions available in the mobile app depend on the permissions configured for the ...Why can’t I disable certain permissions while creating a custom profile in Zoho FSM?
In Zoho FSM, certain permissions are mandatory and cannot be disabled—even in custom profiles. The non-editable permissions include: Basic Permissions: Contacts, Companies, Work Orders, Service Appointments, Trips, Timesheets, Job Sheets, Services ...