User Management
Live Tracker Summary in Zoho CRM
It is now possible for admins to view their users' daily travel summary in Zoho CRM. For this, you have to have the Live Tracker feature enabled and have active trackers in place. This summary basically lists out all the information related to your ...
How to provide Profile Permissions
If you want your team to have limited access to your data, you could create a profile for them with restrictions. This way, they are not privy to important information that they need not know. How to provide profile permissions Step 1: Log in to your ...
Routes Access Restrictions
In RouteIQ, routes are shared among users in your organization based on the hierarchy preference setup in Zoho CRM. Learn more. There are types of hierarchy preferences: Role Hierarchy Reporting Hierarchy Role Hierarchy With Role Hierarchy, all users ...
User Management
User Management is the process of providing users in an organization with access to RouteIQ. You can activate and deactivate users. Only Admins can activate and deactivate users. Admins cannot deactivate the Super Admin. Super Admin is the admin user ...