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Zoho CRM User Profiles & Permissions Tutorial – 2022

In this tutorial, Tyler walks you through the various settings inside the user security controls inside Zoho CRM that control User Profiles and Permissions.

Use the timestamps below to jump to the various parts of the tutorial.

  • 0:50 Profiles
  • 1:54 Roles
  • 2:24 Data Sharing Settings
  • 4:05 Creating A New Role
  • 7:20 Standard Profile Overview

Billy Bates

Senior 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

Consultant

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.

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