What security and access controls are available in Bigin?

Zoho Bigin ensures data protection and controlled access through:
User Roles & Permissions: Define who can view, edit, or delete records.
Audit Logs: Track changes made to deals or contact records.
Two-Factor Authentication: Add an extra layer of login security.
Data Backup: Export data regularly or schedule automated backups.
Field-Level Permissions: Restrict sensitive fields to specific users or roles.
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What automation capabilities are available in Zoho Bigin?
Bigin offers practical automation to reduce manual work through: Workflow Rules: Automate emails, task creation, or field updates based on triggers like stage changes or date conditions. Email Sequences: Set up follow-up email drips for nurturing ...
How is financial data security managed in Zoho apps?
Zoho’s suite ensures financial data is handled with utmost security via: Data Encryption (AES-256) for information at rest and in transit. Role-Based Access Controls (RBAC) for finance teams and clients. Multi-Factor Authentication (MFA) for account ...
Can Zoho help manage internal controls and financial authorization workflows for clients?
Yes, Zoho enables robust internal controls through customizable approval and audit mechanisms: Multi-Level Approvals: Configure workflows that require managerial and finance team approvals before processing POs, bills, or expenses. User Roles & ...
What support is available?
Zoho Creator offers a broad spectrum of support resources tailored to accommodate both beginners and advanced users. Whether you're troubleshooting a technical issue, learning the platform, or seeking help with customizations, Zoho provides multiple ...
I’m an admin and want to manage access rights for users. How can I control what each person can see or do?
As an admin, you have full control over user permissions and roles. This allows you to grant or restrict access to specific features, modules, or data. Here’s how: Go to the Admin Panel > Users or Team Management section. Select a user and click Edit ...