Roles and Profiles in Zoho Sprints

Roles and Profiles in Zoho Sprints

When you run an organization, you will have 'n' number of users working for you and each will have a different set of operations to carry out. To manage these users effectively, you need a tool that lets you authorize and control their activities. Zoho Sprints has come up with Roles and Profiles that lets you define roles for each user and set permissions for their profiles.

Roles are the designations in a team. A user's role is the same throughout the team and cannot be changed for each project. Member, Manager, and Admin are the default roles in Zoho Sprints. You can also add customized roles to suit your business.




Profile lets you set the access level for users. The following are the default profiles in Zoho Sprints, 
  • Member
  • Manager
  • Admin
  • View-Only Admin
  • Team-Owner 
You can also create custom profiles. A profile can be a Project Profile or a Team Profile . A Team Profile has access to all the features within a team and a Project Profile has access to all the features within a project.



Here's a small example.

Meg works in the XYZ team. She is a manager and she will be leading the project A. She needs to have a complete control of everything that happens in that project. However, her involvement will be minimal in the other projects. In this case, you can assign the role Manager to Meg. Then, assign a profile that has complete access to the activities that will be carried out in project A and limited access to the other projects in that team.

Users spread across different roles and profiles can be grouped together. For example, you would like to share a status on the next Project Management Conference but only to the marketing team. You can create a user group with just the marketing team and @ mention the user group in your status or comment to notify only to the specific users in the organization.



To learn in detail about configuring Roles, Profiles and User Groups, you can check out our help document.

Do write to support@zohosprints.com if you need further more help.

Stay Safe!




    Access your files securely from anywhere



                        Zoho Developer Community




                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                              • Ask the Experts



                                                        • Sticky Posts

                                                        • New in Zoho Sprints: Release Management

                                                          Hello all,    We are excited to launch the next big feature on our roadmap - The all-new 'Release Management'. We can hear your 'WOW' and yes we're also happy to hit our next milestone. Agile as a concept strives in delivering a qualified outcome at the end of each iteration. This process will not only help hasten your delivery but can also stand as a potential to plan your next phase accordingly. Do you think these iterations are sufficient to run your projects?    For instance, if you have a big
                                                        • Introduce automation to your iterations with Zoho Flow

                                                          We are delighted to announce that you can now connect your favorite project management applications and automate your workflows using Zoho Flow. The great news is, you don't have to spend your time or effort in coding complex integrations. Using Zoho Flow's drag and drop builder, you can effortlessly build customized workflows with triggers and actions. What is a Trigger? A trigger is an event that kickstarts the flow. What is an Action? An action is a task that the flow executes automatically. For
                                                        • Zoho Sprints - Your team is all set to sprint ahead

                                                          Hello there, It's been a week since we launched the Zoho's only agile project management tool - Zoho Sprints. I guess you guys are loving it! Bringing agility to your team has never been this easy because you will be able to inspect, iterate, and adapt. You have a requirement; break it down into smaller units; get the work done in parallel; receive the deliverables in shorter phases called sprints. The best part of Agile is you get a chance to quickly respond to change and not stick to a fixed plan.


                                                        Manage your brands on social media



                                                              Zoho TeamInbox Resources



                                                                  Zoho CRM Plus Resources

                                                                    Zoho Books Resources


                                                                      Zoho Subscriptions Resources

                                                                        Zoho Projects Resources


                                                                          Zoho Sprints Resources


                                                                            Qntrl Resources


                                                                              Zoho Creator Resources



                                                                                  Zoho CRM Resources

                                                                                  • CRM Community Learning Series

                                                                                    CRM Community Learning Series


                                                                                  • Kaizen

                                                                                    Kaizen

                                                                                  • Functions

                                                                                    Functions

                                                                                  • Meetups

                                                                                    Meetups

                                                                                  • Kbase

                                                                                    Kbase

                                                                                  • Resources

                                                                                    Resources

                                                                                  • Digest

                                                                                    Digest

                                                                                  • CRM Marketplace

                                                                                    CRM Marketplace

                                                                                  • MVP Corner

                                                                                    MVP Corner





                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now


                                                                                        Zoho Show Resources


                                                                                          Zoho Writer Writer

                                                                                          Get Started. Write Away!

                                                                                          Writer is a powerful online word processor, designed for collaborative work.

                                                                                            Zoho CRM コンテンツ










                                                                                              Nederlandse Hulpbronnen


                                                                                                  ご検討中の方




                                                                                                        • Recent Topics

                                                                                                        • CRM HAS BEEN SOOO SLOW For Days 05/15/25

                                                                                                          I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribers
                                                                                                        • Announcing Zoho Community Developer Bootcamps in India – Catalyst by Zoho

                                                                                                          Hey everyone! Following the success of the first set of bootcamps on SalesIQ Zobot and Extensions last year, we're ready for the next set of bootcamps—this one dedicated to Catalyst by Zoho! These bootcamps are aimed to empower developers to build, scale,
                                                                                                        • Global Fields

                                                                                                          Just like Global Sets for Picklists, we would like to have global fields for any kind of field. Three things that should be saved globally: 1. The Existence of the field 2. The Name and 3. Association with a module should be set up in a respective place
                                                                                                        • Introducing the Zoho Show Windows app

                                                                                                          Hello everyone! We’re excited to announce the launch of the Zoho Show app for Windows! You can now create, access, collaborate on, and deliver presentations right from your desktop. The Windows app brings you all the powerful features you’re familiar
                                                                                                        • Renew an expired subscription

                                                                                                          Hey Zoho officer, My subscription was expired yesterday, but I did not notice until just now. How can I renew the subscription even it is expired? The website is really important for our publicity. So I hope I can still review the domain and website. Thanks!
                                                                                                        • New Action Requests

                                                                                                          Hi, Is there any chances to get the new actions requested at all? I have made a few requests but never heard back from Zoho about them. I assume that developing them take time but is there any support that can provide some update? Thanks
                                                                                                        • Pre-fill webforms in Recruit

                                                                                                          I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have
                                                                                                        • [Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini

                                                                                                          We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically
                                                                                                        • Does Thrive work with Zoho Billing (Subscriptions)?

                                                                                                          I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
                                                                                                        • Add Hebrew Support for Calendar Language in Zoho Forms

                                                                                                          Dear Zoho Forms Team, Greetings! We are using Zoho Forms extensively and appreciate its versatility and ease of use. However, we’ve noticed that the Calendar Language settings currently do not include Hebrew as an option. We would like to request the
                                                                                                        • Workdrive - copy permissions

                                                                                                          I am trying to customize sub folder, which I understand fully from below https://help.zoho.com/portal/en/kb/workdrive/team-folders/manage/articles/customize-folder-permissions-in-a-team-folder#Customize_permissions_during_folder_creation However I want
                                                                                                        • Latência

                                                                                                          Estou com bastante latência 200ms em São Paulo Brasil para o endereço mail.zoho.com, e email demora para carregar as vezes trava como está por ai ? segue print sabem se é normal ? ping
                                                                                                        • US military addresses

                                                                                                          When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some links
                                                                                                        • US military addresses

                                                                                                          When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some links
                                                                                                        • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

                                                                                                          As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
                                                                                                        • Unveiling Zoho CRM's New User Interface - The NextGen UI

                                                                                                          Hello Everyone, Last Wednesday, May 14th,2025, we announced the public release of Zoho CRM For Everyone, our most significant update yet. This release brings a modernized CRM experience with a redesigned user interface, new capabilities for cross-functional
                                                                                                        • Introducing 'Previous' and 'Next' operators for enhanced date-based filtering

                                                                                                          Hi everyone, We are excited to introduce to you two new operators - Previous and Next - for your date and date time fields in filters as well as in custom view. For starters, let’s say you want to filter records based on Created Time: Previous 6 months:
                                                                                                        • Same users on different accounts

                                                                                                          I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 using myname@myorganisation.com.au and 2 personal emails Account2 using a personal email and 2 users sales1@myorganisation.com.au and sales2@myorganisation.com.au
                                                                                                        • Rich-text fields in Zoho CRM

                                                                                                          Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
                                                                                                        • Multi-Sort Functionality, Projects List

                                                                                                          It is proving so hard for us to manage any kind of decent view into our Active list of projects (which now hovers between 150 and 225 at a time).  In addition to my other suggestion here (which hasn't had any activity in a year), I'd like to suggest that
                                                                                                        • Subform dynamic fields on Edit, Load of Main form.

                                                                                                          Main Form: Time_Entry Sub Form (separate form): Time_Entries Time_Entries.Time_Entry_No is lookup to - Time_Entry.Time_Sheet_ID (auto number). I would like to disable some of the subform fields upon load (when edited) of the Time_Entry main form. What
                                                                                                        • Power of Automation :: Automatically update the Work hours of a task based on Custom field Value

                                                                                                          Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                        • Is it possible to set create deal checked by default when converting a lead?

                                                                                                          In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.
                                                                                                        • Invalid URL error when embedded sending url into iframe for my website when using in another region

                                                                                                          Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
                                                                                                        • Important! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit

                                                                                                          Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricing
                                                                                                        • Zoho Sites is unusable

                                                                                                          What a terrible user experience sites is buggy and incredibly slow with creating site.  it hangs with please wait with spinning circle A LOT.  can't add blog page  can't add logo (yes it's not larger than 500 pixels) can't even add a new page It either does nothing (with no error message as to what is wrong) or you get the darkened screen with the please wait with the spinning circle that never goes away...I've even left it for 5minutes or more just to see if it was slow or just doesn't work...and
                                                                                                        • What's New in Zoho Inventory | January - March 2025

                                                                                                          Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for
                                                                                                        • Why the home page "Income and Expense" graph only shows some Expense Accounts but not all

                                                                                                          I see that the graph only shows expenses from some Expense Accounts. Why and how can I change that? I'm new to Zoho Books and accounting. Thank you!
                                                                                                        • Introducing Seamless Communication with WhatsApp Integration in Zoho Recruit

                                                                                                          Hello everyone, We are thrilled to announce that we have just launched an incredible new feature in Zoho Recruit that will revolutionize your recruitment process. With the integration of WhatsApp into Zoho Recruit, you can now seamlessly connect with
                                                                                                        • How do you map a user picklist field to another user picklist field.

                                                                                                          In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't
                                                                                                        • Getting error while while deleting from Activities Object

                                                                                                          I am trying hit this endpoint: - DELETE https://www.zohoapis.in/crm/v2.1/Activities?ids=725820000001141076%2C725820000001143056 HTTP/1.1 But getting the below error: - {"code":"INVALID_REQUEST_METHOD","details":{},"message":"The http request method type
                                                                                                        • How to apply customized Zoho Crm Home Page to all users?

                                                                                                          I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customized
                                                                                                        • how do i add a hyperlink to a ticket submitted to zoho desk via zoho forms integration?

                                                                                                          hi there! my team uses zoho forms to collect information needed to complete a ticket. we use the zoho forms integration with zoho desk. two of the fields capture urls that the submitting teams fill out in the public facing form. when the ticket reaches
                                                                                                        • Issues with Campaign Results Sync Between Zoho Campaigns and Zoho CRM

                                                                                                          Hi everyone, I’m experiencing an issue with the integration between Zoho Campaigns and Zoho CRM. When I send campaigns from Zoho Campaigns, the results shown in Campaigns (such as the number of emails sent, opened, and clicked) do not exactly match the
                                                                                                        • If Formula with Abs and Now included!

                                                                                                          Hi all, Having a bit of trouble with an If formula when creating a formula field with currency return type. This is what I've got: If(Now()>=${Agreement History.Rent Review Due}, '${Agreement History.Holdover Price}', 'Abs(${Agreement History.Rent Achieved
                                                                                                        • Weekly Tips: Avoid Duplicate Email Copies with Zoho Mail

                                                                                                          In everyday work environments, it is common to receive the same email multiple times when you're CC'd individually and also included through a group email address in the same message. This can overwhelm your inbox and make it harder to keep track of important
                                                                                                        • Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

                                                                                                          Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by
                                                                                                        • Add Support for Google reCAPTCHA v3 in Zoho Forms

                                                                                                          Hello Zoho Forms Team, We appreciate the security measures currently available in Zoho Forms, including Zoho CAPTCHA, Google reCAPTCHA v2 (checkbox), and reCAPTCHA v2 (Invisible). However, we would like to request the addition of support for Google reCAPTCHA
                                                                                                        • Posibility to add Emoticons on the Email Subject of Templates

                                                                                                          Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
                                                                                                        • Please don't remove the option to modify tax.

                                                                                                          Hi, I saw that the option to customize tax will be removed. This is VERY PROBLEMATIC for US companies who ship to different states because each zip code in the USA has its own tax rate for a single product. This is an awful idea. Please don't take this
                                                                                                        • Next Page