Managing the complexities of security administration is one of the growing concerns in any enterprise, especially those open to e-commerce and those with large networks. In such demanding times, the availability of Security Management is considered predominant – affecting all sectors of an enterprise. The foundation of any security management is a model with role-based access control, enabling all the required functionality and authentication for a security system. Role-based access control (also known as role-based security) is a method of managing authorization while performing tasks in complex systems – many users and many resources.
Zoho CRM provides an Enterprise-grade Role-based security with a defined set of permissions and hierarchical accessibility.
Note
Manage all the users in your Zoho CRM account, deactivate users who are no longer part of the company account.
Add Users | Re-Invite Users | Activate/Deactivate Users | Delete Users Accounts
Create profiles that define the access permissions for the users. Set module-level and feature-level permissions for different profiles.
Create Profiles | Control Permissions | Associate Users
Create roles for the users in your account such as CEO, Sales Manager, Marketing Manager etc.
Create Roles | Assign Roles
Control the access rights of CRM fields and link for various profiles.
Fields | Links
Create groups to manage a common set of records with a group of members.
Share Records | Assign Groups
Define rules that help you to share data with peers, management, and subordinates.
Manage Data Sharing | Creating Data Sharing Rules
Manage the users' access for the Mail Add-on feature.
Lock/Unlock Email Account | Take Backup of Email Account
