Zoho CRM User Management

This guide by Zoho provides great insight into understanding the complexities and power of User settings within your CRM.  Security management within your CRM is crucial and properly defining user roles within your CRM is one of the biggest parts of securing your organization’s CRM.

In this guide, the following are covered for User Management:

  • Users
    • Managing Users
    • Add Users
    • Modify Users
    • Re-Invite Users
    • Activate and Deactivate Users
    • Delete Users
  • Profiles
    • Create Profiles
    • Managing Profile Permissions
    • Delete Profiles
  • Roles
    • Assign Roles to the Users
    • Delete Roles
  • Data Sharing Rules
    • Manage Default Data Sharing PRocess
    • Create Data Sharing Rules
  • Groups
    • Create Groups
    • Assign Users to Group
    • Delete Groups
    • Share Records with Groups
  • Reporting Hierarchy
    • Enable Reporting Hierarchy
    • Assign Reporting Managers to Users
    • View Reporting Hierarchy
    • Modify Reporting Hierarchy
    • Share Records within the Organization
    • How Reporting Hierarchy Changes Associated CRM Functions

 

Billy

Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

.

.