Security is paramount in CRM systems. Here's how to lock down your Zoho CRM properly.
Roles & Profiles
Define clear roles based on job functions with the principle of least privilege.
Field-Level Security
Protect sensitive fields by controlling who can view and edit them.
Sharing Rules
Configure record-level sharing using rules, hierarchies, and territory management.
Audit Trails
Enable audit trails to track all user activity and data changes.
Multi-Factor Authentication
Enforce MFA for all users to add an extra layer of security.