Admin Guide
Introduction
This Admin Guide provides administrators with the steps required to install, configure, manage, and maintain the Contact Roles Management extension within Zoho CRM.
The extension is designed to simplify contact role assignment by reducing multiple manual steps into a fast and user-friendly 2-click process.
Prerequisites
Before installing the extension, ensure:
- You have Administrator access in Zoho CRM
- Users have access to the required CRM modules
- Internet connectivity is stable
- Zoho CRM Marketplace access is enabled
Installing the Extension
Step 1: Access Zoho Marketplace
- Login to Zoho CRM as an Administrator
- Navigate to:
- Setup → Marketplace → All Extensions
Step 2: Search the Extension
Search for:
Contact Roles Management
Step 3: Install the Extension
- Click Install
- Review and accept permissions
- Choose installation type:
- Install for Admins Only
- Install for All Users
- Choose Specific Profiles
- Click Confirm
Permission Management
Recommended User Access
Ensure users have permissions for:
- Contacts Module
- Deals Module
- Accounts Module
- Contact Roles functionality
Managing Access
Navigate to:
Setup → Security Control → Profiles
Update permissions according to organizational requirements.
Extension Configuration
Default Configuration
The extension is designed to work immediately after installation with minimal setup.
Recommended Settings
- Ensure Contact Roles are enabled within CRM modules
- Verify related lists are visible to users
- Test role assignment functionality after installation
Verifying Installation
After installation:
- Open any Deal or relevant CRM record
- Launch the Contact Roles Management extension
- Verify:
- Contacts are loading correctly
- Roles can be selected
- Saving functionality works properly