Creating Profiles

Creating Profiles

 Cloudtool Technologies Pvt Ltd

Profiles in Zoho CRM help you define permissions for a set of users. For instance, the permissions required for a person from Sales team might differ from the permissions required by a person in the Marketing team. You can define the permissions for each profile as needed and specify the profile when adding a user.
Default Profiles

By default, two profile permissions are provided. You can only change the permissions for module and no other customization is possible. The two default profiles are :

  • Administrator Profile : This profile has access to all the features in the Zoho CRM account.
  • Standard Profile : This profile has limited access to the features in Zoho CRM account. 


Availability

Permission Required
Users with the Manage Profiles permission can access this feature.

Check Feature Availability and Limits


Create Profiles
  1. Go to  Setup  >  Security Control  >  Profiles .
  2. Click on  + New Profile .
  3. In the  Create new profile  page:
    • Enter the name of the new profile
    • Choose the profile which should be cloned.
    • Specify a  Profile Description , if needed.



  4. Click on  Create . 

Clone Profiles

At times you may want to clone profiles to create similar ones and customize them as needed. To clone a profile, click on the more button next to the profile name and click on  Clone .


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