Zoho CRM Standard User Access to Zoho Finance

Zoho CRM Standard User Access to Zoho Finance

There has been some issues relating to standard users within Zoho CRM accessing Zoho finance with out giving that user administrative privileges'. There are two possibilities.

1st Option: Create a new profile by cloning the administrator profile and modifying the new profile by taking out unwanted privileges'.
2nd Option; Login as Admin User in Zoho CRM -> Setup -> Customization -> Modules and Fields -> Zoho Finance, Click on ellipses (...) near the Module name -> Module Permission -> add the User Profiles who need access to the module and save it.

This should enable standard CRM users to access Zoho finance w/o administrator privileges
    • Related Articles

    • Integrate MS Teams with Zoho CRM for faster collaboration

      Zoho has added (finally) MS Teams to Zoho CRM chat integrations. Sales teams operate faster by sharing records for quick collaboration and receiving real-time notifications to facilitate faster responses. Organizations which rely on MS Teams for ...
    • SMTP Error while adding MS 365 to Zoho CRM

      If you are getting an "Unable to get an SMPT email" error message when attempting to add and integrate Microsoft 365 with Zoho CRM, the Microsoft mail configuration might not include the correct SMTP setting. The following procedure should assist: ...
    • Instructions for adding MS Office 365 to Zoho CRM

      Instructions for adding MS Office 365 to Zoho CRM  Sign into Zoho and go to your CRM Go to set up (Gear) in upper right corner Go To Email and click on "Get Started" Go to Office 365 and click it It will ask you if you want ask you to sign on to your ...
    • Zoho One - How do I reset a user password/MFA

      Reset password/MFA for users Sign in to the Zoho One Admin Panel. Password and MFA can be reset either for a single user, or for multiple users. To reset password or MFA for a single user, click Users, then click on the user. Next, click Reset ...
    • Announcing general availability of the new Microsoft Teams app for Windows and Mac

      Originally Published Oct 05 2023 08:00 AM Today, Microsoft announced general availability of the new Microsoft Teams app for Windows and Mac including education customers. Earlier this year, Microsoft ushered in a new era of Microsoft Teams with the ...