Zoho CRM data sharing rules: who can see which records

Chronological Source Flow
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AI Fusion Summary

Zoho CRM utilizes roles and profiles to determine user capabilities, while data sharing rules control record visibility. These rules extend access to users in other roles and groups but cannot restrict default organization permissions. Additionally, the Zoho CRM audit log provides a chronological record of all user actions within an account. This audit trail differs from a record's Timeline, as the audit log tracks overall account activity and supports data exportation for administrative review.
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