Overview

Overview

As your business grows, you will experience challenges in security and user administration. The more users you have, the more important it is to securely identify them and determine their level of access.

The solution for effective security and user administration is role-based access control. By managing users access efficiently, organizations can simplify their security processes while still keeping their data safe.

Zoho CRM Plus now includes the Admin Panel, a centralized place to manage users and their access to applications. This guide will help you learn how to access and use the features of the Admin Panel.

To access the Admin Panel:

  1. Go to Zoho CRM Plus and click the User icon () in the top-right corner of the page. You'll see a panel slide out from the right side of the page.
  2. Click the Admin Panel link in the sliding panel, below the user's name and email address. The Admin Panel will appear with the Users tab selected by default.

Note: You must be an administrator in CRM Plus or have user management permissions in at least one of its component applications to access the Admin Panel.

From the Admin Panel, you can:

  • Manage organization details
  • Add users to Zoho CRM Plus
  • Assign applications and allocate privileges to users
  • View and manage users' application access
  • Change the owner of a particular application
  • View your subscription information
  • Upgrade to Zoho CRM Plus Plan and manage and view billing details.

When you add users and assign applications to them, they will only have access to the applications you assign to them. For instance, if a user is assigned an administrative role in CRM, and a non-administrator role in Social, Campaigns, and Projects, they can manage and perform all tasks in CRM but they will have access only to certain features in the other applications.

User Permissions

When you sign up for Zoho CRM Plus, by default, you will be the Owner of the organization. You will have access to all of Zoho CRM Plus's applications:

  • Zoho CRM
  • SalesInbox
  • SalesIQ
  • Desk
  • Projects
  • Campaigns
  • Social
  • Survey
  • Motivator
  • Reports

With the trial version, you can invite up to 10 users to your organization. If you have existing users with access to these applications, they will be automatically migrated to Zoho CRM Plus with the same roles and permissions.

Note: If you are assigned the role of CRM Plus Administrator by your Owner, you can access any of Zoho CRM Plus applications by clicking the Access button displayed in the Onboarding page.

There are three levels of administrative control in CRM Plus: CRM Plus Administrators, Owners, and Application Owners. CRM Plus Administrators can manage all the core functions in CRM Plus and the affiliated applications. Owners have all of the same privileges as a CRM Plus Administrator, but can also change the organization details, portal URL, and designate a new owner. Application Owners can manage core functions in the respective application they are assigned to and also manage organization details, portal URL, and designate a new owner in a particular application.

The following table outlines the actions available in the Admin Panel for each administrative role.

Permissions

Owner

CRM Plus Administrator

1. Change Owner

Yes

No

2. Change portal URL

Yes

No

3. Update organization details

Yes

No

4. Add/remove CRM Plus Administrators

Yes

Yes

5. Add users in CRM Plus

Yes

Yes

6. Activate/deactivate users in CRM Plus

Yes

Yes

7. Reinvite users in CRM Plus

Yes

Yes

8. Export users data

Yes

Yes

9. Delete pending users

Yes

Yes

10. Enable/disable access to an application for a user

Yes

Yes

11. Update details for a user in an application

Yes

Yes

12. View subscription information*

Yes

Yes

13. Upgrade/modify CRM Plus subscription

Yes

Yes

*Note: Users who have user management permissions in one or more applications of Zoho CRM Plus can view their subscription details.

Related Topics

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohocrmplus.com