1. Add users with appropriate roles and permissions
   
2. Assign applications to users
   
3. View applications assigned to users
   
4. Update application access for asers
   
5. Disable or enable application access for users
   
6. Resend invitation to users
   

1. Assign CRM Plus administrators
   
2. De-activate or Activate a user
   
3. Export users data
   
4. Delete user accounts
   
5. Revoke administrative privileges for a user in CRM Plus.
   

Note

1. The total number of users you can add depends on the number of user licenses you have purchased. For example, if you purchase 40 licenses, you can add a total of 40 unique users to Zoho CRM Plus, regardless of how many applications each user has access to.
   

You can also delete users if they no longer require access to Zoho CRM Plus. To delete users, you must be a CRM Plus Administrator or an Owner.

Notes

1. The data managed or associated with the user will not be deleted from the respective applications.
   
2. If you want to add the same user again later, you can add them as a new user in CRM Plus.
   

Add Users

Adding new users to CRM Plus is easy, but there are a few things to know before you start. The total number of users you can add depends on the number of user licenses you have purchased. For example, if you have purchased 40 licenses, you can add a total of 40 unique users to Zoho CRM Plus.

Understanding lite users

1. View records in any 10 organization modules*.
   By default, a team user will have access to Leads, Contacts, Accounts, and Deals modules. This can be changed using the Team User profile.
2. Add notes and attachments to org module records.
   
3. View records created via integrations.
   
4. View Social Brands feeds.
   
5. Interact with other CRM users via Feeds.
   Read More: Team User in CRM. 

Note

1. *Lite users can be given access to CRM only if the organization has opted for CRM For Everyone, a truly democratic approach to managing a CRM. If you need help, please reach out to us at support@zohocrmplus.com.
   

1. View Tickets, Accounts, Contact, Articles, Activities, Reports, and Dashboards.
   
2. View Company, Products, Personal Settings (except Signature), and Support Contract under Setup.
   
3. Leave private comments in Tickets, Contacts, Accounts, Activities, and Articles.
   
4. View and customize their profile information.
   
5. Export module data using the Import/Export functionality under Setup.
   
6. View all Custom Views and create a view that is visible only to them.
   
7. Receive alerts through automation and on the escalation of tickets.
   Read More: Light Agents in Desk

1. Access the Admin Panel. The Users tab will be selected by default, with the Users page displayed on the right side of the page.
   
2. Click Add User. You'll see the Add User page.
   
   
3. Enter the new user's Email Address in the text box.
   
4. Select the checkboxes corresponding to the applications you'd like that user to have access to.
   
5. Select the roles, profiles, and other application-specific information you would like to assign to the user.
   
   
6. Click Add. An invitation will be sent to the user.
   

Assign CRM Plus administrators

1. Click the Users tab displayed to the left of the page. You will see the list of users with the applications assigned to them.
   
2. Click Add Admin. The Add Admin pop-up window is displayed.
   
   
3. Click inside the text box in the Add Admin pop-up window and enter the user's name or email address. A drop down list will appear, displaying any matching user names for the text or email address entered.
   
   
4. Select the username. Their user's profile and name will be displayed in the text box. Repeat steps 3 and 4 to add more users as administrators if required.
   
5. Click Add.
   

Notes

1. Only Zoho CRM Plus administrators can assign users as CRM Plus Admins.
   
2. You can add only active users as CRM Plus Administrators.
   

Assign applications to users

To assign applications to a user   

1. Click your Account Photo in the top-right corner of the page.
   A panel slides open from the right.
2. Click Admin Panel located below your name and email address.
   
3. Go to the Users tab and select the user.
   
4. Click Add next to the Applications section.
   
   
5. Select the checkboxes for the applications you'd like to add. Specify the Roles and Permissions accordingly.
   
   
6. Click Assign.
   

View applications assigned to users

1. Navigate to the Users page and select a user. You'll see the list of users and applications assigned to them.
2. You can also choose to view All, Active, Inactive, Pending, Lite, Free, or Admin users by clicking the arrow button next to Active Users. When you click the down arrow, a drop down menu will appear, allowing you to select the type of users you'd like to view.
   
   
3. If you want to view the roles and permissions assigned to a user, click the username to the left of the Users page. You'll see a panel slide in on the right of the page with the user name, email address, list of applications, and the role and profile assigned to that user in each application.
   
   

Deactivate or Activate users   

1. Click the username to the left of the Users page. A panel will slide in on the right of the page with the user's profile and the list of applications assigned to the user.
   
2. Click Activate or Deactivate to change the status of the user.
   
   

Notes

1. If you deactivate a user's status and click Activate, the Assign Applications pop-up window will be displayed for you to assign applications as well as access privileges for the user.
   
2. Hover the cursor over an application name in the Applications section and click Enable Access. The Update User pop-up window will open. You can activate the user's status as well as enable application access for the user in this window.
   
   
3. Click the Delete icon if you want to delete the user. When you click this button, you will receive a message that the user will be deleted permanently, and you cannot undo the action. If you confirm deletion, the user will be permanently deleted from your CRM Plus account.
   

Update application access for users

To update application access for a user

1. Select the user from the Users page.
   
2. Click Edit and make whatever changes you need in the Update User pop-up window, and then click Update.
   
   
3. Click Disable or Unassign to remove application access for that user. You will see a message that the user is deactivated.
   
4. To enable access, hover the cursor over the disabled application and click Enable Access. The Update User pop-up window will open. Assign role and access privileges for the user in the application and click Update. You'll see a message that application access is activated for that user.
   

Export All Users

1. In the Users page, click the Export Users icon (). The users data is exported and downloaded in .CSV format.
   
2. Open the CSV file to view the data.
   

Resend invitation to users

1. In the Users page, click a username whose status is 'pending' from the left of the page. You will see a panel slide in on the right with the user's profile and list of applications assigned to that user with the Deactivate or Activate and Resend Invitation buttons, and the Delete icon.
   
2. Click Resend Invitation. You will be notified that an invitation has been sent to the user.
   
   

Notes

1. If you are an Administrator in Zoho CRM Plus or a user with user management permissions, you can resend invitations to pending users.
   

Delete user accounts

1. Click the Delete icon. A confirmation message for deletion will be displayed, and you will be notified that the user will be permanently deleted, and you cannot undo this action.
   
2. Click Yes, I understand. Delete user to delete the user. The user's name will be deleted from the Users page.
   
   

Revoke administrative privileges for a user   

1. In the Users page, click the down-arrow button displayed next to user views and select Admin Users from the drop down menu. You'll see the list of administrators displayed on the left.
   
2. Select an administrator's name. A panel will slide in on the right of the page with the details of the user and list of applications assigned to them.
   
3. Click the drop down next to Admin and select Revoke Admin Privilege.