Profiles and Roles

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. Using Profiles and Roles in Zoho Projects, you can customize access privileges and the user’s role in the organization.

Custom Profiles and Roles are available in our Enterprise Plan. Default profiles (except admin and client) can be edited in all paid plans.



    • Related Articles

    • 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 ...

    • Managing Profiles

      Profile helps you define permission to access data for the users who belong to your Bigin account. The data that the users require will be different based on the role they are entitled to.    This further boosts security as profiles determine the ...

    • 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

      Manage permissions to feature access and CRM data through Profiles and Roles Help guide Creating Profiles Managing Profile Permissions Role Management - An Introduction Creating, Editing, and Deleting Roles

    • 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 ...