Secure your CRM Account

Secure your CRM Account

When you're handling important information like customer data, company's annual revenue, stakeholder's details and the like you must take preventive measures to secure your accounts from unauthorized access. To ensure this Zoho Accounts lets you create security questions on your first login. You can use these questions to retrieve the password, also it can be modified whenever required. The security question is applicable for all the Zoho Services. See Also, Set Security Question

Our security settings is in place to ensure that you can provide a secure ecosystem to your customers, because the last thing you would want is a threat to their personal information from unknown and insecure networks. You can provide the trusted IP addresses through which users can access the CRM so individual's accessing from other IPs are automatically restricted. You can also add the IPs of individual users or users from a particular role or group. 

Any user logging in through other IPs will receive the "Access denied from this IP address" alert message. This restriction will be applied while logging in from mobile devices and tablets too. Also, APIs using the user's Authtoken will not work from the IPs that are not allowed.

This also applies to all the other Zoho products. So if you are unable to access Zoho CRM from a specific IP, say your home office, then you will not be able to access even the other products like Zoho Mail, Zoho Docs, etc. See Also, Configuring IP Addresses


    • Related Articles

    • Managing CRM Account Settings

      Once you sign up for Zoho CRM and have your own account, you can personalize your CRM account. By default, the mandatory information provided by you at the time of sign up, is automatically updated. After logging in, you can change these details ...
    • Understand your CRM Account

      Key CRM Terminologies In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Zoho CRM. You can refer to more such terms in the Zoho CRM's ...
    • Managing Zoho Account Settings

      In Zoho Accounts, the mandatory fields under the Personal information section are set to default as soon as you register with any Zoho service. After logging in, you can change the information according to your preference. When you change certain ...
    • Customize your Account

      Every business has its own unique sales, services and marketing processes, which is why Zoho CRM lets you customize the product to fit your business needs. As an administrator it is important that you identify and list out such requirements and ...
    • Deleting the Zoho CRM Account

      Any circumstance that prompts you to discontinue Zoho CRM service or delete an unused account you can delete the CRM account. Similarly, if an employee is no longer using the org CRM account you can either deactivate or delete it. Points to note ...