Managing Profile Permissions

Managing Profile Permissions

escription
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.

  1. Click on the more button that appears when you hover the mouse over the profile you wish to delete.
  2. Click on delete.
  3. 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.

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