Team Users: A Quick Overview
Organization vs. Team levels in Zoho CRM
Data in Zoho CRM is organized into data modules, and your CRM users are granted access to the modules relevant to them. Modules and users are available at two levels — the organization (or org) level, and team level.
Org modules
contain data closely tied to your sales processes. The users who work on these modules are org users, and they have full-scale CRM access. This license is ideal for sales reps, sales managers, presales teams, and central CRM admins.
Note: Any mention of just "users" in Zoho CRM refers to this type of user.
Team modules
contain niche data particular to specific teams that support the sales process at various stages. The users who work on these modules are team users. Outside of their team modules, they only have partial access to CRM data and functionality. This license is ideal for all non-sales users, like marketing, support, legal, finance, and others.
The following table provides a short overview of what team users can (and cannot) do in both types of modules
Organization modules
What team users can do
- View and add notes, tags, attachments to records in up to 10 org modules
- Get view-only access to Zoho integration tabs
- View and create public custom views
- Interact with other users in Feeds
- Access Zoho CRM mobile apps
What team users cannot do
- Own records or have any admin-level permissions
- Access or work with Reports and Dashboards
- Initiate calls/meetings
- Create or manage automation
- Access AI/Zia features
- Access Google/Microsoft integrations
Team modules
What team users can do
- Own and perform all operations on team module records
- Customize team modules and manage automations
- Associate webforms
- Send emails, mass emails, and use mail merge
- Manage custom views
What team users cannot do
- Build and access reports and dashboards based on team modules
- Build custom functions, widgets, and access Sandbox
Note: These features are available within team modules, but can only be accessed by fully licensed users
Want to try team users?
- If you are a new user, you can sign up for a free trial of Zoho CRM and add team users from the Setup page.
- If you are an existing customer, or you're making your first purchase, you can buy team user licenses from the Add-ons page of the Zoho Store.
Note: Teamspaces, team modules, and team users are available only in the new CRM For Everyone UI. If you are an existing customer, please ensure you have switched to the new UI before trying team users.
For a more detailed overview of team users and their permissions, check this guide.
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Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.
Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.
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Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.
Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.
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