Click on the "Roles" tab in the left-hand navigation menu.

Enter a name for the role in the "Role Name" field.

Select the modules and profiles you want to assign to the role in the "Modules & Profiles" section.

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If you are a business owner or manager, you may want to know how to set up user roles in Zoho CRM in order to better manage access to customer data and other sensitive information. By setting up user roles, you can ensure that only authorized personnel have access to certain areas of the CRM, and that all users are held accountable for their actions. This can help to protect your business from potential data breaches and other security risks.

How do I set up user roles in Zoho CRM?

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