Click the "Users" tab in the left-hand navigation menu.

Enter the user's name, email address, and other required information in the fields provided.

Select the user's role from the drop-down menu.

zoho.com

If you are a business owner or manager, you may want to know how to set up user access in Zoho CRM in order to manage and control who has access to your customer data. This is important for ensuring that only authorized personnel can view and edit customer information, and that customer data is kept secure. Setting up user access in Zoho CRM can also help you to manage user roles and permissions, so that each user has the appropriate level of access to the data they need.

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