ZOHO CRM User management or role

ZOHO CRM User management or role

I need guidance regarding Zoho CRM licensing and user management.

I want to purchase one Zoho CRM license and create multiple team users under the same account with the following hierarchy:

  • Super Admin User
  • Manager User
  • Executive Users (with limited access)

The Executive users should only have limited permissions, such as access to Leads and Emails, where they can make changes only in those modules.

Please also guide me on:

  • Which Zoho CRM edition would be most suitable for this setup?
  • Is it possible to create multiple team users under one license?
  • How many maximum team users can be created?
  • Can role hierarchy and permission-based access control be configured in this structure?

From what I understand, Zoho CRM supports Roles, Profiles, and Team Users for access management.


      • Sticky Posts

      • Function #46: Auto-Calculate Sales Margin on a Quote

        Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's
      • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

        Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
      • User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

        Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.
      • Custom Function : Automatically send the Quote to the related contact

        Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
      • Function #50: Schedule Calls to records

        Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

        • Recent Topics

        • List of Mail Merge Templates via Deluge

          Hello, Is it possible to get a list of the mail merge templates I've created in CRM within a custom function? I want to retrieve them and put them in a dropdown list but all I get is a scopes error! Can anyone see where I'm going wrong? Is this even possible?
        • Feature Request Improve parent-child relationship visibility

          Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in
        • Displaying only unread tickets in ticket view

          Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
        • Is there provision to charge the attendees to join the webinar?

          We want to host some webinar of public interest and want to charge them to participate in this. Does this feature in-build in the application? Offcourse, we will be having Razor pay account activated for these purpose.
        • Pricelists

          So we have them in books but I cannot find them in commerce?
        • Desktop app doesn't support notecards created on Android

          Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
        • Don't send customer email when creating a ticket

          Hi Is there an easy way to stop the system sending an email to the customer when we manually create ticket.
        • Connecting a contact with the deal + Emails not showing up under Deals

          Hello. I have two problems. Im not sure if the problem is due to level of my subscription - Im on Proffessional plan. 1. I have a JotForm connected with ZohoCRM which automatically creates a contact and a new deal based on form submission. That is done
        • Accessing GDPR Data Source metadata for workflows and Zoho Analytics

          Hi everyone, We have GDPR compliance enabled in Zoho CRM, which has added the Data Source section within the Data Privacy tab for Leads and Contacts. This section shows useful information such as: Original creation source, for example Zoho Forms Form
        • Tiktok

          When will Tiktok be added to the Zoho Social Platform?
        • Zoho Mail iOS app update: Spam Controls & Sender Verification

          Hello everyone! We are excited to introduce spam control enhancements in the Zoho Mail iOS app update. Let's dive into what's new. Spam Alerts in Mail Preview : Mail preview now shows warning alerts for emails identified as potentially harmful, helping
        • Mise à jour de Zoho Books – France

          Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
        • Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
        • Zoho Books API: Bulk update thousands of records using Node.js with OAuth refresh, retries and resume support

          Hello everyone, During Zoho Books implementations, one common challenge is updating a large number of existing records. The current options are usually: Update records manually from the UI using Mass Update (with limited batch size). Update records one
        • SalesIQ's Summer '26 Release: For The Moments That Matter

          Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation
        • CNIL - Suivi de Pixel

          Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
        • Customer/Vendor Portal session duration - can it be extended?

          Hi all, We'd like to know how long the login session lasts for the Customer/Vendor Portal in Zoho Books, and whether there's any way to extend it (either through settings or via support/API). Right now this is causing a pretty poor experience for our
        • Accessible & Customizable User Governance in Zoho Projects!

          As teams expand and collaborate with multiple external collaborators across projects, keeping control of user access to project data becomes a challenge. Mismanaged access can cause accidental or unauthorized edits, data leaks and lack of accountability.
        • Bulk deleting Zoho CRM records using Deluge, COQL and CRM API

          Hello everyone, During CRM implementations, data cleanup is a common task, especially after testing, migrations, imports, or integration development. The Zoho CRM UI allows deleting records in batches of 100, which is not practical when dealing with thousands
        • CNIL - Suivi de Pixel

          Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
        • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

          Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built
        • How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

          Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any
        • Zoho Sprints - Q2 Updates for 2026

          Improve your agile project management experience with the newly released capabilities in Zoho Sprints. This quarter we've shipped a few new features and enhancements that are built around smarter planning and execution tools, tighter integrations, and
        • Problem with currency field in Zoho CRM

          Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration
        • Building extensions #5: Creating custom user interfaces using widgets

          In our last post, we looked at connections and how they help build a seamless integration with an example. In this post, we'll explore creating widgets in Zoho Sprints and their benefits with a real-time example. Widgets What and where? Widgets are custom
        • Images not saved in notes

          Created noteboards and create a note, copy pasted the image, close the note and open again, image is not coming this same problem occurs in note on notebook I have attached the replication steps as video url to analyse it, and also attached the videos
        • How to Change Notecard Color After It Is Created

          I would like to change the color of a Notecard that already exists in my notebook. I can't for the life of me figure out how to do it. I don't see an option or color picker anywhere.
        • Cannot export Zoho Notebook data nor search via MCP (GDPR)

          Hi, I'm using Zoho Notebook for a few years now. Not as my main notetaking app, but for specific usecases I did find it handy. Now I want to export all my data. Preferably all notes in html format with metadata like note title, included images and parent
        • Add a MATRIX field to the forms creation

          Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull
        • incoming mails not received

          incoming mails not received
        • Integrate QuickBooks with Bigin and streamline your sales and accounting!

          If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes
        • Automatically calculate and include tax on quotes

          I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of
        • Relative Dates

          Is there a way to apply a Relative Date filter in DataPrep (ie. Today or Yesterday)? I need to filter a dataset to only include rows with a created date of yesterday, but I’m not finding a way to do it?
        • Change email addresses - Advise how

          Good day, I need assistance to change all our users email addresses Please advise
        • email signature

          How do you add an email signature
        • Email Forwarding | How to Enable and Disable Email Forwarding on a Non-Admin User Account

          Email Forwarding Issue: Enable and Disable Email Forwarding
        • Ask the Experts 31: Improving support performance with reports and dashboards

          Hello everyone, Join us for the next Ask the Experts (ATE) session! Ask the Experts is an opportunity to connect with people who have deep knowledge of Zoho Desk. Let's look at the topic we're focusing on this month. Just as we rely on the right tools
        • Zia AI capabilities now available in all paid editions

          Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,
        • Product updates in Zoho Workplace applications | June 2026

          Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of June. Zoho Mail Alphanumeric support for attachment extensions in rule conditions Attachment extension
        • Biggest supported size of a note

          I'm still testing this ZOho Notebook before purchasing a premium licence and can't work with large notes. I store personal vocabulary in two 13,000-word / 83200-character notes. Same poor experience with PC, Web, and mobile apps: Is there an application
        • Next Page