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User Management in Zoho CRM - Data Sharing Methods
Rating: 4.4 out of 5(40 ratings)
1,576 students

User Management in Zoho CRM - Data Sharing Methods

Understanding the various data sharing models.
Created byZoho CRM Academy, Vaagdevi Ravishankar, Pavitra Jothi
Last updated 12/2020
English
English [Auto],

What you'll learn

  • 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.

Course content

2 sections • 6 lectures • 1h 21m total length

  • Concept: Explore the various data sharing methods10:50

    Explore how data is shared in Zoho CRM through the rule hierarchy, module and record level sharing, and ownership or territories to control access.

  • Demo: Part 1 - Default access flow13:28

    Learn how role hierarchy governs data access and how to use default organization settings and data sharing methods, such as record sharing, co-ownership, and territory sharing, to meet unique needs.

  • Demo: Part 2 - Data sharing rules11:00

    Explore data sharing rules in Zoho CRM, differentiating module level sharing from record level sharing, and learn how to enable sharing permissions and share with peers or selected users.

  • Demo: Part 3 - Co-ownership of data10:29

    Explore co-ownership of data in Zoho CRM, adding a co-owner to deals to share accountability, differentiate from data sharing, and implement workflow-driven notifications for jointly managed records.

  • Demo: Part 4 - Data sharing via territories15:51

    Learn how territories enable data sharing by geography, creating usa territory and india territory, assigning managers, and granting territory-based access to records across offices.

  • Test your knowledge (Quiz)

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.

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