Team Users: A Quick Overview
Organization vs. Team levels in Zoho CRM
Data in Zoho CRM is organized into data modules, and your CRM users are granted access to the modules relevant to them. Modules and users are available at two levels — the organization (or org) level, and team level.
Org modules
contain data closely tied to your sales processes. The users who work on these modules are org users, and they have full-scale CRM access. This license is ideal for sales reps, sales managers, presales teams, and central CRM admins.
Note: Any mention of just "users" in Zoho CRM refers to this type of user.
Team modules
contain niche data particular to specific teams that support the sales process at various stages. The users who work on these modules are team users. Outside of their team modules, they only have partial access to CRM data and functionality. This license is ideal for all non-sales users, like marketing, support, legal, finance, and others.
The following table provides a short overview of what team users can (and cannot) do in both types of modules
Organization modules
What team users can do
- View and add notes, tags, attachments to records in up to 10 org modules
- Get view-only access to Zoho integration tabs
- View and create public custom views
- Interact with other users in Feeds
- Access Zoho CRM mobile apps
What team users cannot do
- Own records or have any admin-level permissions
- Access or work with Reports and Dashboards
- Initiate calls/meetings
- Create or manage automation
- Access AI/Zia features
- Access Google/Microsoft integrations
Team modules
What team users can do
- Own and perform all operations on team module records
- Customize team modules and manage automations
- Associate webforms
- Send emails, mass emails, and use mail merge
- Manage custom views
What team users cannot do
- Build and access reports and dashboards based on team modules
- Build custom functions, widgets, and access Sandbox
Note: These features are available within team modules, but can only be accessed by fully licensed users
Want to try team users?
- If you are a new user, you can sign up for a free trial of Zoho CRM and add team users from the Setup page.
- If you are an existing customer, or you're making your first purchase, you can buy team user licenses from the Add-ons page of the Zoho Store.
Note: Teamspaces, team modules, and team users are available only in the new CRM For Everyone UI. If you are an existing customer, please ensure you have switched to the new UI before trying team users.
For a more detailed overview of team users and their permissions, check this guide.
save up to 34%
- Mass emailSend mass emails & automate follow-up sequences.
- Custom modulesBuild custom data modules with unique layouts for each team.
- WorkflowsHelp your sales team focus on sales by automating their day-to-day activities with workflows.
- CadencesAutomate multichannel lead follow-up sequences.
- Sales forecastingSet your team on the path to long-term success with achievable goals and keep track of how your business performance compares to revenue goals.
- Lookup fieldsLink related modules through unique fields.
- CanvasBuild personalized CRM experiences for your employees based on the needs of the team and your industry.
- Office 365 integration
- Zoho Marketplace900+ easy plug-and-play third-party CRM extensions.
- BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
- CPQMatch products to customer requirements and streamline quote management with built-in price rules.
- SalesSignalsInteract with customers in real-time with activity notifications across the customer journey.
- Inventory managementManage all your invoices, sales and purchase orders, products, and vendors.
- WebhooksSend data to other applications based on certain event triggers.
- Assignment rulesAutomatically send incoming leads and opportunities directly to the appropriate sales reps.
- Validation rulesKeep your CRM data clean by curbing bad data with automatic validation.
- Kiosk StudioA no-code customization tool that helps you create custom screens and record actions, execute custom functions, and more.
- Google Ads integrationMeasure and improve the performance of your Google Ads with the CRM for Google Ads integration.
- Zia — AI assistantDeep AI capabilities which include sales forecasting, churn prediction, anomaly detection, product recommendations, competitor alerts, and more.
- Territory managementAssign relevant leads, customers, and accounts to your sales reps based on factors like product line, geography, verticals, and more.
- Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
- Journey orchestrationBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
- Multi-user portalsMake collaboration with customers, partners, and vendors easier—use portals to grant access to relevant information in your CRM.
- Page layoutsStreamline data capture for different processes under different layouts in the same module.
- Client scriptsTrigger client-side custom events based on UI interactions.
- Approval processGet important records approved by the right people to ensure accountability.
- SandboxGive your developers the freedom to test every customization in a secure sandbox before applying them to your production account.
- Enhanced feature limits
- Extended AI capabilitiesUnlock deeper-level AI and machine learning capabilities for greater productivity and sales enablement.
- Advanced customizationBuild personalized and powerful customizations from a wide range of low-code and no-code tools.
- Data preparationMerge and segregate similar datasets into single tables for easier analysis and reporting.
- Augmented analyticsAuto-generate reports and dashboards, and categorize unorganized data sets into meaningful silos.
- Data storytellingCraft compelling stories with colorful infographics, AI report summarization, and portal sharing.
- Unified business insightsGet a 360-degree view of your business performance with deeper data visualization and intelligence.
- Advanced administrationHandle large volumes of data with higher-level data storage and easy data import, export, and backup options.
Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.
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