Set Up | Security
01: Set up | Security
Configuration Settings | Data Management. Compare the processes, functions, vertical-solution coverage and software required for this business area.
Business Area coverageConfiguration Settings | Data Management
5business processes
19listed functions
4vertical solutions
A strong operating foundation
Set up once. Work consistently everywhere.
Business Area 01 establishes how people access Zoho, how information is structured and how each part of the system is presented. These settings support secure data, reliable reporting and a consistent experience across desktop and mobile.
Every function in this business area is included across all four Zenro vertical solutions.
Processes and functions
Explore what is included.
Function
ZERP
Builders Excellence
BILLIO Professional
MAW Extensions
ZERPBuilders ExcellenceBILLIO ProfessionalMAW Extensions
01
Applications and subscriptions
Applications and subscriptions
Access to over 50 Applications
✓
✓
✓
✓
Desktop and Mobile Access
✓
✓
✓
✓
02
General settings
General settings
Domain Name Mappings
✓
✓
✓
✓
Multi Currency Settings
✓
✓
✓
✓
Multi Brand Settings
✓
✓
✓
✓
Data Security and Back Ups
✓
✓
✓
✓
03
Setting up users and access
Setting up users and access
User Profiles and Permissions
✓
✓
✓
✓
Roles and Hierarchy Permissions
✓
✓
✓
✓
Customise Users Navigation
✓
✓
✓
✓
Create User Territories and Groups
✓
✓
✓
✓
04
User friendly and stylish designs
User friendly and stylish designs
Customise Canvas Designs
✓
✓
✓
✓
Customise Mobile Applications
✓
✓
✓
✓
Customise Forms to Edit Records
✓
✓
✓
✓
Personalised and Stylish PDF Templates
✓
✓
✓
✓
05
Business records and data
Business records and data
Custom Modules and Fields
✓
✓
✓
✓
Layout Rules to Hide and Show Fields
✓
✓
✓
✓
Import and Export Tools
✓
✓
✓
✓
Customise Pipelines and Filters
✓
✓
✓
✓
Taxonomy for Dynamic Filters
✓
✓
✓
✓