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Roles and Profiles

Each employee in a company has a specific role. There may be Sales Reps who report to a Sales Manager, who in turn reports to the Regional Sales Manager. Each employee requires access to specific kinds of data to perform the activities for their role.

 

Roles define who you are in an organization and profiles define what you can do.

 

The administrator can recreate the organization hierarchy in CRM by creating roles and defining profile permissions for each role based on the daily activities they perform.  

 

This video will help you understand the concept of roles and profiles in Zoho CRM and how to create them in your account. 

 

What are roles ?

The define the responsibilities of each user in their organization.

Correct

Well done! They define the responsibilities of each user in their organization.

They define the position of the users in the organization.

Incorrect

Sorry! They define the responsibilities of each user in their organization.

They provide a title for each user in CRM.

Incorrect

Sorry! They define the responsibilities of each user in their organization.

What is a profile in Zoho CRM?

It defines the permissions and access that a user will have in the CRM account.

Incorrect

Well done! It defines the permissions and access that a user will have in the CRM account.

It defines the position of users in the organizational-wide hierarchy.

Incorrect

Sorry! It defines the permissions and access that a user will have in the CRM account.

It defines the designation of each user within the organization.

Incorrect

Sorry! It defines the permissions and access that a user will have in the CRM account.

Users at a higher level in the hierarchy can always access the records of users at a lower level in the hierarchy.

True

Correct

Well done! Users at a higher level in the hierarchy can always access the records of users at a lower level in the hierarchy.

False

Incorrect

Sorry! Users at a higher level in the hierarchy can always access the records of users at a lower level in the hierarchy.

Can you create roles if you only have one user in your organization?

Yes

Incorrect

Sorry! You need to have more than one user in your organization to create roles.

No

Correct

Well done! You need to have more than one user in your organization to create roles.

What types of hierarchy can you choose in Zoho CRM?

Role-based hierarchy and profile-based hierarchy

Incorrect

Sorry! They are role-based hierarchy and reporting hierarchy.

Role-based hierarchy and reporting hierarchy

Correct

Well done! They are role-based hierarchy and reporting hierarchy.

What happens if Managers in the role hierarchy do not have read or edit permissions?

They cannot view or edit their subordinates' records.

Correct

Well done! They cannot view or edit their subordinates' records.

They do not require these permissions to view or edit their subordinates' records.

Incorrect

Sorry! They cannot view or edit their subordinates' records.

They cannot view or edit any records until they have these permissions.

Incorrect

Sorry! They cannot view or edit their subordinates' records.

You cannot delete existing roles without transferring the users to a new role.

True

Correct

Well done! You cannot delete existing roles without transferring the users to a new role.

False

Incorrect

Sorry! You cannot delete existing roles without transferring the users to a new role.

A user with the Administrator profile will have access to all the data, irrespective of the role assigned to the user.

True

Correct

Well done! A user with the Administrator profile will have access to all the data, irrespective of the role assigned to the user.

False

Incorrect

Sorry! A user with the Administrator profile will have access to all the data, irrespective of the role assigned to the user.

What happens when you use the Share Data with the Peers option?

The users will be able to view all data across CRM.

Incorrect

Sorry! You can enable sharing data among users of the same role.

You can enable sharing data among users of the same role

Correct

Well done! You can enable sharing data among users of the same role.

You do not need to have read/write access to a primary record to add notes, attachments, or send email to it.

True

Incorrect

Sorry! You need to have read/write access to the primary record.

False

Correct

Well done! You need to have read/write access to the primary record.

You can modify the user roles to reflect any changes in your organization's hierarchy.

True

Correct

Well done! You can modify the user roles to reflect any changes in your organization's hierarchy.

False

Incorrect

Sorry! You can modify the user roles to reflect any changes in your organization's hierarchy.

What are Module Permissions?

They let you create new modules within your CRM account.

Incorrect

Sorry! They let you define the modules a user can access.

They let you define the modules a user can access.

Correct

Well done! They let you define the modules a user can access.

Permissions like Import/Export, Send Email, and other advanced permissions can only be enabled when their prerequisites are enabled.

True

Correct

Well done! Permissions like Import/Export, Send Email, and other advanced permissions can only be enabled when their prerequisites are enabled.

False

Incorrect

Sorry! Permissions like Import/Export, Send Email, and other advanced permissions can only be enabled when their prerequisites are enabled.

What are Setup Permissions used for?

They are used to access the setup features in your CRM account.

Incorrect

Sorry! They are used to define the configuration of different features in Zoho CRM.

They are used to define the configuration of different features in Zoho CRM.

Correct

Well done! They are used to define the configuration of different features in Zoho CRM.

Only users with the Administrator profile can customize company details and perform module customization.

True

Correct

Well done! Only users with Administrator Profile can customize Company Details and module customization.

False

Incorrect

Sorry! Only users with Administrator Profile can customize Company Details and module customization.

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