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User Management
(Available only in Standard, Professional, Enterprise Editions) There are three main areas when it comes to user management: Adding users Creating user groups Assigning roles Adding users: Zoho Vault provides different options for you to add users ...
User Management
The User Management section allows you, as the super admin or admin, to add technicians to your organization. The number of technicians you can add depends on the number of licenses you have purchased. Invites can be sent one by one or to a group of ...
User Management
Zoho FSM offers a multi-user environment by supporting different profiles and roles. A Profile defines the set of permissions and accessibility within the application whereas a Role defines a position of a user within the organizational-wide ...
Territory Management
What is a 'Territory'? A territory is the demarcation of the recruitment force structure by which clients are grouped and shared with the recruiters of an organization. Territories can be based on various factors such as geography, industry, ...
Consent Management
Zoho CRM's consent management settings helps you get consent from your prospects and customers. We provide a system where you can customize the consent form, include it in your email templates, set consent related preferences, and most importantly, ...