User Management in Zoho CRM - User license, Roles & Profiles

Name: User Management in Zoho CRM - User license, Roles & Profiles
Rating: 4.5 (172 reviews)

Connecting the dots of user licenses, roles and profile

Created byZoho CRM Academy, Vaagdevi Ravishankar, Pavitra Jothi

Last updated 11/2020

English

English [Auto],

What you'll learn

Understand the various organizational structures in businesses and the need to map org's hierarchies to a CRM.
Learn about the Zoho CRM's user licensing model.
Map the organization hierarchy to CRM using roles.
Define user privileges in CRM using profiles.

Course content

3 sections • 6 lectures • 1h 22m total length

Organizational structures in business15:40
Map your organization's structure to your CRM to define roles, access rights, and profiles, enabling team collaboration across inside, outside, and channel sales.

User management features in CRM7:33
Purchase the required user licenses, set up profiles and roles, map a role hierarchy, and invite users to establish a role-based data access flow with sharing rules.
Concept and demo: Basics of user licenses12:22
Understand Zoho CRM licenses: one license per user with single sign-on across apps. The super admin manages users and licenses, while deleting or deactivating a user does not end licensing.
Test your knowledge (Quiz)

Concept: Understanding profiles and roles10:52
Understand how profiles and rules define who can do what and see in Zoho CRM, using templates, cloning, and hierarchical permissions to manage data access.
Demo: Creating roles15:59
Create rules and profiles in Zoho CRM and illustrate how role hierarchy governs data access and CRM permissions across divisions.
Demo: Cloning profiles19:43
Clone profiles in Zoho CRM to create custom permissions from admin or standard, map users, and use profile templates for sales managers and representatives.
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

One of the most fundamental subjects in CRM Administration is user management. It allows you to map your team structure and specify roles and responsibilities for every individual in your CRM system. How do you map your organizational structures and what are the most important concepts to understand for user management? Take this course to learn more about and get started with user management.

By the end of this course, the learner will be able to

Explain organizational structures in businesses
Understand the need to map organizational hierarchies to a CRM
Explain Zoho CRM's user licensing model
Map the organization hierarchy to CRM using roles
Define user privileges in CRM using profiles

Take part 1 and part 2 of User Management in Zoho CRM to get started with setting up user administration.

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.

User Management in Zoho CRM - User license, Roles & Profiles

What you'll learn

Explore related topics

Course content

An overview of organizational structure1 lecture • 16min

Connecting the dots of user management2 lectures • 20min

Roles and profiles3 lectures • 47min

Requirements

Description

Who this course is for: