Connecting the dots of user licenses, roles and profile

One of the most fundamental subjects in CRM Administration is user management. It allows you to map your team structure and specify roles and responsibilities for every individual in your CRM system. How do you map your organizational structures and what are the most important concepts to understand for user management? Take this course to learn more about and get started with user management.

By the end of this course, the learner will be able to

• Explain organizational structures in businesses

• Understand the need to map organizational hierarchies to a CRM

• Explain Zoho CRM’s user licensing model

• Map the organization hierarchy to CRM using roles

• Define user privileges in CRM using profiles

Take part 1 and part 2 of User Management in Zoho CRM to get started with setting up user administration.

Course Information

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