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How do I set up user security in Zoho CRM?
If you are a business owner or manager, you may want to know how to set up user security in Zoho CRM in order to protect sensitive customer data and ensure that only authorized personnel have access to it. Additionally, setting up user security in Zoho CRM can help you control who can view, edit, and delete customer data, as well as who can access certain features and functions within the CRM. Knowing how to set up user security in Zoho CRM can help you ensure that your customer data is secure and that only the right people have access to it.
Grace Everwood
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12 seconds
Zoho
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Go to [https://www.zoho.com/crm/](https://www.zoho.com/crm/)
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Click the “User Management” tab in the left-hand navigation menu.
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3
Click the “Add User” button.
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4
Enter the user’s name, email address, and other required information.
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Select the user’s role from the drop-down menu.
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Select the user’s profile from the drop-down menu.
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Click the “Save” button.
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