Zoho CRM User Profiles & Permissions Tutorial - 2022

0 Views
Published
In this tutorial, Tyler walks you through the various settings inside the user security controls inside Zoho CRM that control User Profiles and Permissions.

Use the timestamps below to jump to the various parts of the tutorial.

0:00 Intro
0:50 Profiles
1:54 Roles
2:24 Data Sharing Settings
4:05 Creating A New Role
7:20 Standard Profile Overview



-Upcoming Webinar -
Zoho One Full Product Tutorial - 2022
Jan 19, 2022, 10:00 AM Pacific Time
Register Here - ttps://us02web.zoom.us/webinar/register/5016382079291/WN_LMwPiSJcSE2n1dS4Zectfg
Live Q&A At The End!


Be sure to subscribe and get notified for the latest in Zoho news, tutorials, webinars, and tips!

-------------------------------------------------------------------------------------------------------------------

Visit https://zenatta.com/ & https://zenatta.com/zen for upcoming Zoho webinars, along with Zoho resources, weekly blogs, & more!

-Subscribe -
Videos: https://www.youtube.com/zenatta/
Newsletter: https://zenatta.com/newsletter
Twitter: https://twitter.com/zenattaconsult

Choose your platform of choice to listen to the CRM Zen Show at https://zenatta.com/zen/

-------------------------------------------------------------------------------------------------------------------

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

Have a question, or need professional help? Feel free to visit https://zenatta.com/ or message us anytime!

#ZohoCRM #Profiles #Permissions
Category
Management
Be the first to comment