Managing Profile Permissions
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| Sync with Google Contact | To synchronize contacts between Google contact and Zoho CRM. |
Sync with Google Calendar | To synchronize Google and Zoho CRM calendars. |
Google Ads | Track your Google Ads investments inside CRM. |
Others
| Permissions | Description |
| Plug-in for Microsoft-Outlook | Enable Plug-in for interaction with Microsoft-Outlook. |
Plug-in for Microsoft-Word | Enable Plug-in for interaction with Microsoft-Word for creating Mail Merge template. |
| CRM Mobile Apps Access | Enable this for allowing the user to access CRM through mobile app. |
CRM API
| Permissions | Description |
CRM API | Access the Zoho CRM API for integrating CRM modules with third-party applications such as accounting, ERP, e-commerce, self-service portals and others |
Social
| Permissions | Description |
| Social Admin | Enable the user associated with this profile to have social administrator access. |
| Social Tab | Enable the social tab for the user. |
| Add Social Profiles in record | This needs to be enabled for the user to integrate their social accounts in CRM. |
Delete Profile
You may want to delete profiles that are not in use.
- Click on the more button that appears when you hover the mouse over the profile you wish to delete.
- Click on delete.
- In the confirmation page click delete again.
Note - When you want to delete a profile that is associated to a user, you will be prompted to transfer the user to another profile before deleting them.
- To know which users are associated with the profile, click on the more button in the Profile View page and select View Users.