Default Data Sharing Process

Default Data Sharing Process

You can provide the following types of access levels to user in Zoho CRM modules:

  • Private: Only the record owner and his/her superior can view the record.
  • Public Read only: Users can view others' records but cannot modify and delete the records.
  • Public Read/Write/Delete: Other users can view, modify and delete the records.
By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data.
The organization-level data sharing model is not yet implemented for Notes, Reports, Dashboards, and Email modules.

https://www.zoho.com/crm/help/security/data-sharing-rules.html#Managing_organization-wide_data_sharing_process

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