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Profiles and Roles
Users and Control
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Roles and Profiles
Each employee in a company has a specific role. There may be Sales Reps who report to a Sales Manager, who in turn reports to the Regional Sales Manager. Each employee requires access to specific kinds of data to perform the activities for their role.
Roles define who you are in an organization and profiles define what you can do.
The administrator can recreate the organization hierarchy in CRM by creating roles and defining profile permissions for each role based on the daily activities they perform.
This video will help you understand the concept of roles and profiles in Zoho CRM and how to create them in your account.
Useful links: Creating RolesCreating Profiles
What are roles ?
The define the responsibilities of each user in their organization.
Correct
Well done! They define the responsibilities of each user in their organization.
They define the position of the users in the organization.
Incorrect
Sorry! They define the responsibilities of each user in their organization.
They provide a title for each user in CRM.
Incorrect
Sorry! They define the responsibilities of each user in their organization.
What is a profile in Zoho CRM?
It defines the permissions and access that a user will have in the CRM account.
Incorrect
Well done! It defines the permissions and access that a user will have in the CRM account.
It defines the position of users in the organizational-wide hierarchy.
Incorrect
Sorry! It defines the permissions and access that a user will have in the CRM account.
It defines the designation of each user within the organization.
Incorrect
Sorry! It defines the permissions and access that a user will have in the CRM account.
Users at a higher level in the hierarchy can always access the records of users at a lower level in the hierarchy.
True
Correct
Well done! Users at a higher level in the hierarchy can always access the records of users at a lower level in the hierarchy.
False
Incorrect
Sorry! Users at a higher level in the hierarchy can always access the records of users at a lower level in the hierarchy.
Can you create roles if you only have one user in your organization?
Yes
Incorrect
Sorry! You need to have more than one user in your organization to create roles.
No
Correct
Well done! You need to have more than one user in your organization to create roles.
What types of hierarchy can you choose in Zoho CRM?
Role-based hierarchy and profile-based hierarchy
Incorrect
Sorry! They are role-based hierarchy and reporting hierarchy.
Role-based hierarchy and reporting hierarchy
Correct
Well done! They are role-based hierarchy and reporting hierarchy.
What happens if Managers in the role hierarchy do not have read or edit permissions?
They cannot view or edit their subordinates' records.
Correct
Well done! They cannot view or edit their subordinates' records.
They do not require these permissions to view or edit their subordinates' records.
Incorrect
Sorry! They cannot view or edit their subordinates' records.
They cannot view or edit any records until they have these permissions.
Incorrect
Sorry! They cannot view or edit their subordinates' records.
You cannot delete existing roles without transferring the users to a new role.
True
Correct
Well done! You cannot delete existing roles without transferring the users to a new role.
False
Incorrect
Sorry! You cannot delete existing roles without transferring the users to a new role.
A user with the Administrator profile will have access to all the data, irrespective of the role assigned to the user.
True
Correct
Well done! A user with the Administrator profile will have access to all the data, irrespective of the role assigned to the user.
False
Incorrect
Sorry! A user with the Administrator profile will have access to all the data, irrespective of the role assigned to the user.
What happens when you use the Share Data with the Peers option?
The users will be able to view all data across CRM.
Incorrect
Sorry! You can enable sharing data among users of the same role.
You can enable sharing data among users of the same role
Correct
Well done! You can enable sharing data among users of the same role.
You do not need to have read/write access to a primary record to add notes, attachments, or send email to it.
True
Incorrect
Sorry! You need to have read/write access to the primary record.
False
Correct
Well done! You need to have read/write access to the primary record.
You can modify the user roles to reflect any changes in your organization's hierarchy.
True
Correct
Well done! You can modify the user roles to reflect any changes in your organization's hierarchy.
False
Incorrect
Sorry! You can modify the user roles to reflect any changes in your organization's hierarchy.
What are Module Permissions?
They let you create new modules within your CRM account.
Incorrect
Sorry! They let you define the modules a user can access.
They let you define the modules a user can access.
Correct
Well done! They let you define the modules a user can access.
Permissions like Import/Export, Send Email, and other advanced permissions can only be enabled when their prerequisites are enabled.
True
Correct
Well done! Permissions like Import/Export, Send Email, and other advanced permissions can only be enabled when their prerequisites are enabled.
False
Incorrect
Sorry! Permissions like Import/Export, Send Email, and other advanced permissions can only be enabled when their prerequisites are enabled.
What are Setup Permissions used for?
They are used to access the setup features in your CRM account.
Incorrect
Sorry! They are used to define the configuration of different features in Zoho CRM.
They are used to define the configuration of different features in Zoho CRM.
Correct
Well done! They are used to define the configuration of different features in Zoho CRM.
Only users with the Administrator profile can customize company details and perform module customization.
True
Correct
Well done! Only users with Administrator Profile can customize Company Details and module customization.
False
Incorrect
Sorry! Only users with Administrator Profile can customize Company Details and module customization.
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