User Management in Zoho CRM - Data Sharing Methods

Understanding the various data sharing models.
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The data sharing methods available in Zoho CRM.
When to use which data sharing option.
How to work with data sharing settings, data sharing rules, record level sharing, co-ownership, and territory-based data sharing.
How to add, manage, delete or deactivate users and the consequences of these actions.

Requirements

  • The students need to sign up atleast to the Free edition of Zoho CRM to implement and try out what they learn in this course.

Description

By default, access rights to CRM records are set as private so that the record owner and his or her manager can oversee the CRM data. Additionally, you can change it to Public Read-only, Public Read/Write/Delete. In short, the role hierarchy in Zoho CRM determines the default data access flow between users in Zoho CRM. What if your business process requires you to share data with users outside of what the role hierarchy can achieve? That's when you would turn to CRM's other data sharing methods. In this course, you learn about:

  • The data sharing methods available in Zoho CRM.

  • Creating data sharing rules that provide access or restrict users from viewing your data in various modules.

  • How to use the User Field to provide multiple-ownership to a record.

  • Using territories to segment records and share with the relevant territory members

  • When to use which data sharing option.

  • How to work with data sharing settings, data sharing rules, record-level sharing, co-ownership, and territory-based data sharing.

Also, do take up part 1 of the User Management course where you will learn to get started with the basics of user licenses, setting up user administration, activating or deactivating the users, creating roles, and cloning profiles in your Zoho CRM account.

Who this course is for:

  • Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business.
  • CRM administrators who are responsible to set up the organization's CRM account.

Course content

2 sections6 lectures1h 21m total length
  • Concept: Explore the various data sharing methods
    10:50
  • Demo: Part 1 - Default access flow
    13:28
  • Demo: Part 2 - Data sharing rules
    11:00
  • Demo: Part 3 - Co-ownership of data
    10:29
  • Demo: Part 4 - Data sharing via territories
    15:51
  • Test your knowledge (Quiz)
    6 questions

Instructors

User Education
Zoho CRM Academy
  • 4.6 Instructor Rating
  • 158 Reviews
  • 2,118 Students
  • 6 Courses

Master Zoho CRM and make the best use of it in your business with all the free courses from the Zoho CRM Academy. From concepts to all the detailed demos, with every course, you can learn and implement all that is to know about the various features and their usage.

Lead — User Education | Zoho CRM
Vaagdevi Ravishankar
  • 4.6 Instructor Rating
  • 158 Reviews
  • 2,118 Students
  • 6 Courses

Vaagdevi Ravishankar is a part of the Zoho CRM Marketing team. She specializes in creating training materials and product resources for Zoho CRM. Her background in content writing and instructional design, coupled with a keen interest for CRM that she developed over six years with Zoho, make her an ideal fit to educate businesses about this platform. Besides writing, she enjoys music, travel and cinema.

Pavitra Jothi
  • 4.6 Instructor Rating
  • 38 Reviews
  • 1,372 Students
  • 4 Courses

I am Pavitra Jothi, User Education Manager for Zoho CRM. Being associated with the product for more than a decade has given me the chance to understand the CRM users and their pain points. My team and I create resources for Zoho CRM that will help the end-users understand the scope of it and get the best out of it for their business.