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
