Create User and Assign CRM Group in Zoho
Step1: To add users
1. Log in to Zoho with Administrator privileges.
2. Go to > Users & -> +Add Users, fill the required information in the form, make sure to tick the option->Send Notification Email and click Add.
Step 2: Assign Roles
1. On the next window that says " You can perform the below action Now" , to assign roles click on the button ->Assign Applications
2. Choose the role of the user in your organization. E.g. Educatius Nordics
3. Choose a profile that defines the user's access rights in Zoho CRM account. E.g. Educatius Nordics, click Done -> Assign to save changes.
Step 3: Assign users to Zoho CRM Groups
1. To assign user to a group -> sign in to Zoho CRM
2. On the top right corner click settings -> Users ->Under Users and Control click Users-> search for the required user.
3. On the right beside the profile click the Edit button-> Under Company Educatius Group-> select the Educatius Market for e.g. Explorius Norway.
4. Then click on the save button to save changes.