Zoho CRM: Security Control and Permissions Walk-through
BluRoot BluRoot
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 Published On May 2, 2023

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Zoho Security Control permission and profiles are oftentimes a very confusing part of a CRM setup. In this video I walk-through:

00:00 - Introduction
01:22 - What is the difference between profiles and roles
03:00 - How best to setup profile permissions
05:40 - How best to setup roles
06:50 - Data sharing settings

#zoho #zohocrm #zohotutorial

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