Page 16 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Role Hierarchy - lets you define how you share CRM data among users based on your
organization's role structure.

Reporting Hierarchy - lets you organize the hierarchy and allows you to share CRM data according
to reporting hierarchy. If there is no reporting manager for a particular user, you can either choose
any user higher up in the hierarchy or the CEO and administrators to manage those users.

Security control

Create profiles, roles and, define data sharing settings in the Security Control section.

Profiles

Create profiles to manage access permissions to the CRM modules and features.
By default, Zoho CRM provides two profiles:

Administrator Standard

Complete access to all the features Limited access to features and

and functionalities of Zoho CRM. functionalities.

For example,
If sales representatives in your organization should not have access to import/export

records, you can create a profile with all the import/export permissions disabled.
Then, you can assign it to all the sales representatives in your organization.

Zoho CRM Resources 15