CRM Help

Security Management

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.

Zoho CRM provides a set of security features that defines permission to the data as well as the features of Zoho CRM. Administrators control these security options in the organization's account.

The role-based security ensures that data is accessible to users based on the organization's hierarchy. Profiles, on the other hand, ensure that users have permission to only the relevant features in CRM - various modules, data administration tools. There is also Groups that allow you to extend the data-level access to other users with similar job profile.

 

Manage Users

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

Manage Profiles

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

Manage Roles

Create roles for the users in your account such as CEO, Sales Manager, Marketing Manager etc.
Create Roles | Assign Roles

Territory Management

Segment customer accounts based on account characterists such as, products or services, expected revenue, zip code/region, or industry, rather than record ownership.
Create Territories | Assign Territories | Decision Guide

Fields & Links Permission

Control the access rights of CRM fields and link for various profiles.
Fields | Links

Manage Groups

Create groups to manage a common set of records with a group of members.
Share Records | Assign Groups

Data Sharing Rules

Define rules that help you to share data with peers, management, and subordinates.
Manage Data Sharing | Creating Data Sharing Rules

Zoho Mail Add-on Users

Manage the users' access for the Mail Add-on feature.
Lock/Unlock Email Account | Take Backup of Email Account

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