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Admin |

How do you currently track inventory?
Are items sold as packages, or do you sell as individual components?
Do you use multiple vendors for each sales order?
How often are you manually counting your inventory?
Do you have more than one warehouse? If so, how do you monitor which inventory comes from which warehouse?

Roles

Universal

This role applies to users who need to see all records in the system. For most businesses the majority of users will be on this Role.

Limited to Own Records

This role is used for users who will only need to see the records that belong to them. With a recent update with Zoho a record can now belong to more than one user.

Custom

Please use this section to describe a custom hierarchy of how you would like to grant or restrict access to certain records. For instance you may have a senior partner with high level contacts and you may not want that person’s contact list shared with the rest of the company or maybe you do but you only want to share certain information.

Profiles


Profiles are used to govern what users can do with the records they have access to. For instance a Sales Rep may be able to view Edit and Delete Leads but once they are an account they should only be able to View and Edit the Record. Start by describing your user groups and in general what their functions are. This will help you determine all the options in the matrix on the following page.

Admin

Admin user profiles should be reserved for no more than a couple of Key personal who are senior employees, Owners. This profile has the keys to the kingdom and should be safeguarded.

Sales Managers

This role is used for users who will only need to see the records that belong to them. With a recent update with Zoho a record can now belong to more than one user.

Operations Managers

This profile should be for Managers. Generally management can import records, Delete and approve and perform bulk actions.

Sales and Marketing

This profile should be for sales and marketing employees. Please note that you may want to separate Sales and Marketing depending on your company’s processes.

Operations

This profile is for all operational users.
Attach your preferred Invoice Template.
Including any colors or fonts in the notes below.
Attach your preferred Sales Order Template.
Including any colors or fonts in the notes below.
Attach your preferred Email Template.
Including any colors or fonts in the notes below.
Automation—which of the above email templates would you like automatically sent? When? From who and to whom?
Automation Name Triger Action Template name From Address To Address