How can I hide leads data from team members?
If you don't want all your team members to have access to leads data because this information is critical, you can restrict it using Leads Data Permission under Roles & Permissions. This permission is given by default to Brand Admin and User roles.
To set the permissions, go to Settings -> Roles & Permissions.
To set the permissions, go to Settings -> Roles & Permissions.
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:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Team members and roles - Frequently asked questions
How can I hide leads data from team members? If you don't want all your team members to have access to leads data because this information is critical, you can restrict it using Leads Data Permission under Roles & Permissions. This permission is ...Managing your team in Zoho Social
When you sign up for Zoho Social, a Portal will be auto-generated for you in your company name, and you'll be the Portal Owner and assigned the role of a Portal Admin. What's a Portal? A Portal in Zoho Social is an entity where you can manage all ...Purchasing Team Member Add-Ons
Team member add-ons are the number of additional users you can add to your Brand inside your portal on Zoho Social. Free and Standard plans cannot add in additional team members as Add-Ons. If you are on a Professional, Premium, Agency, or Agency ...How to add team members as Approvers?
To add team members as Approvers, follow the steps given below. 1. Click on Settings (gear icon) followed by Brand Settings. 2. Under Brand Settings click on Publishing. 3. Under Publishing Preferences hit the Add Approver button. 4. Pick members ...How can I remove team members from a Brand?
Only the Portal Admins and Brand Admins can remove team members. If you want to remove a member, follow these steps: 1.Click Settings. 2. Click Brand Members & Roles. 3. When you hover over a member's name, you will see an X icon. Click it to remove ...
New to Zoho LandingPage?
Zoho LandingPage Resources