How can I hide leads data from team members?

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


    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    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.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • 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 ...
                                                                                                      • Removing or deactivating team members from Zoho Social

                                                                                                        Removing team members from a Brand When a Team Member is removed from a Brand in Zoho Social, they'll no longer have access to the Brand from which they're removed. Access to other Brands in Zoho Social account won't be affected. For example, let's ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources