Is it possible to limit access for users based on their departments?

Is it possible to limit access for users based on their departments?

Yes. Zoho CRM allows you to set permission for modules, records, layouts, and fields to determine whether users from a particular role or department can access the data or not. For example, if you want the sales department to have access to only the Leads, Accounts, Deals, and Contacts modules while the customer support team can only access the Cases and Solutions modules, you can create two profiles, Sales and Support, and give them access to the relevant modules.


To create a profile, navigate to Setup > Security Control > Profiles, click Create New Profile and enter the details.

Once you create the profiles, set the module permission:

  1. Navigate to Setup > Customization > Modules and Fields > Leads.
  2. Hover over the Leads module and select Module Permissions.
  3. Select the profiles to give access, in this case, Administrator and Sales. Follow the same steps for other modules.

You can also use layouts to manage different departments. To limit layout access:

  1. Navigate to Setup > Customization > Modules and Fields > Leads > Standard Layout.
  2. Click the gear icon and select Layout Permission.
  3. Select the profiles to give access, in this case, Administrator and Sales. Follow the same steps for other layouts.

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