Manage Users, Roles, and Permissions

Manage Users, Roles, and Permissions

As you proceed with setting up the CRM account, your next step will involve adding users and determining their roles and permissions based on which they will perform specific tasks. A user is the one who manages records within the organization, whether their own or those shared by other users. You can add users based on the edition you have purchased and number of user licences that are allowed. Each user can sign-in to their account with an email address and password. Every user is assigned a role in CRM based on their hierarchial position within the organization. By default the CEO and Manager roles are available, you can add more roles based on your company's structure for example, sales manager, sales rep, etc. and set up a role hierarchy. Creating roles will allow you to provide appropriate level of access to the users depending on their position. 

Profile is a collection of permissions that give users access to set of tools and features. Once you have defined the roles of the users you will have better clarity on the type of actions you want them to perform within CRM based on which you can create profiles and assign them to respective users. 

There are two types of default profile permissions available:

  • Administrators: Users who can access the entire system. There must be at least one Administrator for accessing the entire data and features in your Zoho CRM account. Example: CEO or top officials or top management.
  • Standard Users: Users who can access data according to the defined permissions (profiles) and roles in the organization. For example: Sales Managers, Marketing Managers, Support Agents, etc.

Further depending on your businesses needs, you can restrain or permit access to specific features by using the manage profile permission option. Sometimes different team members are needed to pitch in for a particular project or deal. In such cases, you can enable the data sharing rules for an uninterrupted access to a record across teams and departments. 

Users, roles and profiles 

  • Users:  Add users to your CRM account and assign them roles and profiles. Note that only after you add a user in your account, will you be able to add new profiles and roles. For the first user that you add, the system defined role (CEO, Manager) and profile  (Administrator, Standard) can be assigned. See Also FAQ
  • Profiles: Create profiles that define the access permissions to the various CRM modules and features.
  • Roles: Also, set up the organization-wide hierarchy by creating Roles and assigning it to users.

    • Related Articles

    • Roles

      Manage data access permissions among users in CRM by assigning roles Help guide Managing Roles

    • Managing Roles

      In Zoho CRM, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Sales Manager can access all the Sales Reps' records whereas Sales Reps can ...

    • Managing Profile Permissions

      To make the process of managing profile permissions easier, the permissions have been grouped in such a way that you will have no problem in customizing them as needed. You can enable or disable permission in a single click rather than having to go ...

    • Setting up Email Sharing Permissions

      Emails exchanged with customers contain important information that may be required for reference by several other teams who are involved in the business process. For example, a contract agreement exchanged with a firm may be required by the legal ...

    • Create and Manage Groups

      In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a ...