Zoho CRM : Introduces Default Access Levels for Better Record Access

Zoho CRM : Introduces Default Access Levels for Better Record Access

Greetings,

We hope you're doing well! Zoho introduce Default Access Levels, a feature designed to help teams collaborate more efficiently by allowing access to peer records when needed.

What does this solve?  

In most organizations, data access follows a hierarchy—higher-level users have broader access, while lower-level users can only view their own records. While this ensures security, it can sometimes hinder teamwork when colleagues need to reference each other’s records.

For instance, a sales representative may need to check a teammate's record to follow up on a shared client. However, standard permissions might prevent them from doing so, causing delays. With Default Access Levels, users can view peer records based on predefined permissions, improving workflow and collaboration.

How to enable this feature  

Admins can configure Default Access Levels within module-level settings. They can define access permissions for users based on available options, ensuring the right balance between security and collaboration.

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There are four access levels to choose from, as illustrated in the image below.
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Who can use this feature?  

This enhancement is available exclusively to administrator users and is included in all editions, including trial versions.

For more details visit pfc-group.com.

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