How Roles and Profiles Work in Zoho CRM

Apr 29, 2026Channel
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Zoho
Zoho

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Video Overview

Video Details

Published2 months ago
Duration13:58
Video IDvM2filI8ZL4
Languageen
CategoryScience & Technology
PrivacyPublic
Made for KidsNo
Video TypeRegular Video

Performance Metrics

Views201
Likes6
Comments1
Engagement Rate3.48%
Likes per 100 views2.99
Comments per 1K views4.98

Description

In this video, you'll learn how roles and profiles work in Zoho CRM and why they're important for managing your users' access and visibility to your sales data. You'll learn how roles control what users can see, and profiles control what users can do. You'll also see how to structure these settings in Zoho CRM to satisfy your business' requirements. Have ideas for future topics you'd like us to cover? Email us at: [email protected]

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