Profiles and Roles

Profiles and Roles

Manage permissions to feature access and CRM data through Profiles and Roles





Help guide
  1. Creating Profiles
  2. Managing Profile Permissions
  3. Role Management - An Introduction
  4. Creating, Editing, and Deleting Roles

    • Related Articles

    • Profiles

      A user's profile determines the level of access within the organization. Zoho Projects classifies profiles into two categories. User Profile: These profiles are assigned to portal users. Users in this profile can access modules with both internal and ...
    • Profiles and Roles

      Users perform different functions based on organization’s structure and their individual designations. While some users can perform all the actions in a portal and see all critical project information, some need only limited access. ...
    • Default Roles & Profiles

      In Zoho Recruit, Roles and Profiles are designed to maintain data security. Roles govern what information users can view, and profiles govern what actions they can perform with that data. Listed below are the default roles and profiles provided by ...
    • Roles

      Define roles for users in your organization and map them to their designations. Users can be mapped to roles and profiles to set access privileges. Zoho Projects gives you four default roles (Administrator, Manager, Employee, and Contractor) which ...
    • Why am I unable to create roles and profiles?

      You can create roles and profiles only if: You have subscribed to the Professional, Enterprise or Ultimate Editions (not available in the Free edition). You have more than one user in your Zoho CRM account - You need to add more users in your account ...