This solution configures user roles, profiles, and data-sharing rules in Zoho CRM to ensure that each team member gets access to exactly what they need — and nothing they shouldn't. It's your foundation for secure, scalable CRM use.
Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Custom role hierarchy tailored to your team/org structure
Profiles with permissions aligned to each role’s responsibilities
Setup of user accounts with assigned profiles and roles
Data sharing rules between teams and individuals
Testing of access levels to validate security setup
A custom Access Configuration Guide for ongoing management
Optional Add-Ons
Enhance your security model with:
Territory-based access control
Field-level permissions by role
SSO/Identity integrations (e.g., Active Directory)
Prerequisites (Client Responsibilities)
A Zoho CRM account
A finalized team/org structure (titles, hierarchy)
List of users and general role responsibilities
⚠️ No technical input required — we’ll configure everything within CRM.
Ideal For
Teams scaling CRM use across departments
Companies formalizing user access for compliance or internal control
CRM admins seeking role-based control without complexity
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