How can I hide leads data from team members?
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 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:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
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 ...