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Role-based Security Administration

Zoho CRM offers you an Enterprise-grade Role-based security to control the access rights of users while working with CRM data and modules, such as leads, accounts, contacts, potentials etc. The Role-based security includes Profiles, Roles, Data Sharing Rules, Field-level security, and Groups.

Using profiles, you can define fine-grained access rights to the CRM modules, data administration tools, CRM records, and fields within each module.

With the Roles and Data Sharing Rules, you can set up multi-level organizational hierarchy and control the data-level access rights as per user's role within organization.
Groups (also called as Teams) allow you to extend the data-level access to other users with similar job profile, working in the same department or project, or sharing the data among common geographical location.

Key Features

Profiles

CRM - Profiles

Roles

CRM - Roles

Groups

CRM - Groups

All Features