Sets up user permissions, roles, profiles, and sharing settings inside Zoho CRM. This ensures the right people have the right access — improving security, clarity, and operational control as your team scales.
Non-returnable
$688.00
Sets up user permissions, roles, profiles, and sharing settings inside Zoho CRM. This ensures the right people have the right access — improving security, clarity, and operational control as your team scales.
Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Configuration of up to 4 CRM user profiles
Setup of up to 6 hierarchical roles
Permissions applied to 5 key CRM modules
Assignment of up to 100 users to appropriate roles/profiles
Internal SOP for managing future updates
Optional Add-Ons (Not Included by Default)
SSO or identity provider integration
Workflow logic tied to user roles (Blueprint, Functions)
Prerequisites
List of users and job titles
Organizational hierarchy (basic team structure is sufficient)
List of CRM modules that need access control
Ideal For
Organizations handling sensitive CRM data
Teams that need departmental-level visibility
Admins planning for growth and scalable governance
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