Related Articles
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 ...
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, ...
Understanding Roles in Zoho Projects
The roles and access privileges available in Zoho Projects are as follows: Portal Owner Portal Owner (Administrator) is the one who has all the privileges of an administrator. Additionally a portal owner also has permission to access upgrade/billing ...
Why am I unable to create roles and profiles?
You can create roles and profiles only if: You have subscribed to the Professional, Enterprise or Ultimate Editions (not available in the Free edition). You have more than one user in your Zoho CRM account - You need to add more users in your account ...
Can I assign multiple roles to a single user?
No, you cannot assign multiple roles to a single user. A role defines the position of a user within the organization in CRM. Roles in CRM replicate the hierarchy in your organization to allow access to the data in your account. In real life, a Sales ...