Can I restrict the reports only to certain selected users?
Yes. You can restrict the reports only to certain selected users, roles, or groups. You can do so by creating a Report Folder and giving access to the users, roles, or groups. Follow the steps given below to create a report folder with restricted access:
- Click the Reports tab.
- Choose from the existing reports and click Create Report Folder.
- In the Create Report Folder page, follow these steps:
- Enter the Folder Name.
- Enter the Folder Description.
- Under Accessibility Details, choose from these options:
- Only Me: Select if you would like to enable the folder access only to you.
- Everyone: Select if you want to make the folder public.
- Selected Users: Select the users or user roles that can access the folder.
4. Click Save and Move.
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Can I export certain selected records from Zoho CRM?
No. Currently you can't export certain selected records from Zoho CRM. However, you can create a report based on criteria (your requirement) and export the report. For more information, see Working with Reports.How can I share data only with certain selected users?
You can provide access rights to selected users belonging to other roles and groups by creating your own Data Sharing Rules. Read more about Setting Up Data Sharing Rules here.How to restrict certain users from viewing all the fields in my form?
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