User Management
User Management
Users and Control
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User Management
In Zoho CRM, users are the people who have access to a Zoho CRM account and can manage records they have created or which are shared with them. Each user is assigned a role and a profile. The number of users you can add depends on the number of licenses you have purchased and managing users is crucial.
In this video, you will learn how to manage the users and assign them roles and profiles and how user licenses work.
Who is a user?
Anyone who uses a CRM account.
Incorrect
Sorry! One who manages records: their own or those shared by others
One who manages records: their own or those shared by others
Correct
Well done! One who manages records: their own or those shared by others
A user's details cannot be modified once the user is created.
True
Incorrect
Sorry! A user's details can be modified once the user is created.
False
Correct
Well done! A user's details cannot be modified once the user is created.
What happens if one of the users is deactivated?
You will still be billed for the number of licenses you purchased and you can add another user.
Correct
Well done! You will still be billed for the number of licenses you purchased.
You will have to pay for one less user.
Incorrect
Sorry! You will still be billed for the number of licenses you purchased.
A user is associated with:
One role and multiple profiles
Incorrect
Sorry! A user is associated with one role and one profile.
One role and one profile
Correct
Well done! A user is associated with one role and one profile.
Multiple roles and one profile
Incorrect
Sorry! A user is associated with one role and one profile.
Multiple roles and multiple profiles
Incorrect
Sorry! A user is associated with one role and one profile.
By default, Zoho CRM provides the following roles:
CEO and Manager
Correct
Well done! By default, the CEO and Manager roles are available.
CEO
Incorrect
Sorry! By default, the CEO and Manager roles are available.
Manager
Incorrect
Sorry! By default, the CEO and Manager roles are available.
None of the above
Incorrect
Sorry! By default, the CEO and Manager roles are available.
By default, Zoho CRM provides following the profiles:
Standard and Administrator
Correct
Well done! By default, the Standard and Administrator profiles are available.
Standard
Incorrect
Sorry! By default, the Standard and Administrator profiles are available.
Administrator
Incorrect
Sorry! By default, the Standard and Administrator profiles are available.
None of the above
Incorrect
Sorry! By default, the Standard and Administrator profiles are available.
Who is an inactive user?
Someone who has been deactivated from the CRM account.
Correct
Well done! An inactive user is someone who has been deactivated from the CRM account.
Someone who has not logged in to his CRM account in the recent past.
Incorrect
Sorry! An inactive user is someone who has been deactivated from the CRM account.
Can inactive users be activated again?
Yes
Correct
Well done! Inactive users can be activated again.
No
Incorrect
Sorry! Inactive users can be activated again.
What happens if a user does not accept the invitation sent by the administrator within seven days?
The administrator must re-invite the user.
Incorrect
Sorry! The administrator can resend the invitation to the same email address.
Administrator can resend the invitation to the same email address
Correct
Well done! The administrator can resend the invitation to the same email address.
If you do not want to use a user license:
You just stop paying for it
Incorrect
Sorry! You have to cancel it.
You don't add another user and will be cancelled automatically.
Incorrect
Sorry! You have to cancel it.
You have to cancel it.
Correct
Well done! You have to cancel it.
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