Page 5 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Security features in Zoho CRM

Security features in Zoho CRM ensure complete data protection.
The Two-factor authentication option provides an additional layer of security by requiring

you to enter an authentication code sent to your registered mobile number via SMS or phone
call when you log in.

Enable this feature via
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Zoho provides additional security features including backup verification codes,
application-specific codes, and trusted browsers.

You can also set role-based security, with the administrator defining data sharing settings for
each role. For example, while the administrator can access all data, a sales manager may only
be able to access data related to sales. This helps you maintain data confidentiality in

Zoho CRM.

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