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



                                          Zoho Marketing Automation
                                                  • 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 DataPrep 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

                                                                                                  • Kaizen #111 : Set default values based on Page Layouts using Client Script

                                                                                                    Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss how to set default values for fields based on different layouts using Client Script. In this Kaizen post, What are Page Layouts? Client Script is specific for
                                                                                                  • YET ANOTHER BUG: Client Script Flyouts no longer acting like Flyouts

                                                                                                    As per https://help.zoho.com/portal/en/community/topic/kaizen-157-flyouts-in-client-script one of the key benefits of a Flyout over a Popup is the ability to move it around the page. This no longer works. The "width" and "height" configuration settings
                                                                                                  • Does Client Script work on Zoho CRM Portal?

                                                                                                    Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!
                                                                                                  • Translation in Zoho CRM now supports various regional languages

                                                                                                    Release status (Last modified on January 2, 2025): This feature is currently available for all users in enterprise and above editions, across all data centers. Hello everyone, Imagine a multinational company with teams spread across various regions, each
                                                                                                  • Drop down of Zoho users aka Employees

                                                                                                    Is there any field I can add to have an up-to-date list of current Zoho users ? Use case is for an employee to select their manager - however I don't want to have to manually populate a dropdown field every time someone joins or leaves our company. Why
                                                                                                  • Add multiple users to a task

                                                                                                    When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
                                                                                                  • Last Name / First Name

                                                                                                    Hello , My company adds contacts on a "Last Name , First Name" basis. We've noticed that when viewing accounts there is no " , " (comma). It's VERY misleading. I have set the custom view to show "last name" "first name" instead it joins them both and
                                                                                                  • Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

                                                                                                    Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February
                                                                                                  • Unable to receive emails on outlook

                                                                                                    I am able to send on outlook, but unable to receive. None of the settings have been changed and it was working perfectly up until a few days ago.
                                                                                                  • Zoho Creator User Group meetups in a city near you!

                                                                                                    Greetings from the Zoho Creator team! We're excited to announce that we're hosting a series of Zoho Creator meetups in various cities across Australia and New Zealand. We invite you to join us for an exciting day of learning and fun. Our meetups are a
                                                                                                  • How to view shared mailbox in Outlook

                                                                                                    How to view shared mailbox in Outlook or in another software
                                                                                                  • Signature change

                                                                                                    I cannot see how to change signature or out of office details easily now in the new format.
                                                                                                  • Mas de 48 horas sin correo

                                                                                                    Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo
                                                                                                  • Zoho Mail Domain Verification Issue

                                                                                                    Hi, I'm trying to verify my domain drinkkata.com but it shows the following error: Oops! Invalid domain detected by the system. Please contact <a href=mailto:{0}>support-as@zohocorp.com </a> for further assistance Could this be fixed please? Thank y
                                                                                                  • Forwarding or Aliasing Deactivated Mail Account

                                                                                                    We have an employee who has left the company, so his Zoho account is deactivated. I would like to forward any mail coming to his account to another employee, but as it is deactivated, I can't forward it. I also tried setting the same username up as an
                                                                                                  • Is there a way to force a page refresh after changing a Subform via Workflow / Function?

                                                                                                    I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain
                                                                                                  • DKIM cannot be enabled for the domain as no verified default selector present

                                                                                                    Can't get the DKIM working. May you please check my account (nksy.us) to see what's wrong?
                                                                                                  • The SPF record verification fails

                                                                                                    I have set the SPF record for my domain correctly, according to zoho's SPF configuration guide. Also I used some tools to check my SPF record, and all showed it is correct. But the control panel still shows that I haven't finished the verification. So how to deal with it? Thanks in advance.
                                                                                                  • Sync CRM inventory data with Zoho Books

                                                                                                    I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thought
                                                                                                  • TASKS - Dashboard to show ALL Tasks from ALL apps.

                                                                                                    The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want us
                                                                                                  • Inconsistency Between UI and API for Future Status Subscription Start Date

                                                                                                    Hi Zoho Team, I noticed an inconsistency in how the start date is displayed for future status subscriptions in Zoho. The UI shows one start date, while the API response seems to return what looks more like the activation date (ActivateDate). Could you
                                                                                                  • Client Script event on any field of a Detail page

                                                                                                    Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!
                                                                                                  • ZOHO Reports - Filter Logic?

                                                                                                    Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
                                                                                                  • Ability for admin to access or make changes in zoho form without asking for ownership

                                                                                                    Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access
                                                                                                  • Listado con descripción de artículos

                                                                                                    Buenos días En nuestra organización tenemos artículos genéricos en los cuales concretamos medias o colores o acabados en la descripción del artículo (ejm: tenemos el artículo estor a medida y en la descripción ponemos la medida concreta que necesita el
                                                                                                  • Possible to use REST API without a user to perform the interactive login?

                                                                                                    Hi, I am hoping to use the CRM API to push data into ZOHO CRM from our enterprise application. This may need to happen at any time of day and there could be a long interval between calls to the API. Also, there will not be a user triggering the request
                                                                                                  • Não consigo receber e-mails de algumas instituições como por exemplo: banco

                                                                                                    Não consigo receber e-mails de agências, bancos e instituições. Envio normalmente, mas os e-mails enviados por eles não chegam para mim, mesmo aqueles que são respondidos no próprio e-mail enviado por mim.
                                                                                                  • How can I send a reply to 100 unread emails in one click using a Zoho account?

                                                                                                    When I select a single email, the 'Reply All' option appears, but when I select multiple emails, the 'Reply All' option does not appear.
                                                                                                  • Sync Gmail for Admins

                                                                                                    Hello. We migrated from gmail to Zoho mail a few years ago, but some users want to be able to use gmail. I have set up dual delivery in the Zoho Mail Admin console. This is working fine. I can't figure out how to sync outgoing emails. Specifically, if
                                                                                                  • Export Tasks From ToDo List whic are in side Zoho Mail

                                                                                                    Hi, I have a list of tasks in ToDo List inside Zoho Mail. How can I export these tasks to Excell sheet? check the attachment for more clarification.
                                                                                                  • Add blueprint buttons to listview and kanban

                                                                                                    Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear
                                                                                                  • Check all user mails in one inbox

                                                                                                    Hello, I would like to integrate all my users into one inbox. The idea is to only log in once and see all my user inboxes in one place. How can I do this?
                                                                                                  • I want to cancel the zoho mail service customer number 20060087524

                                                                                                    On February 2nd of this year I bought the zocho mail service for myself and my family. Apart from the mail client via the zoho application, it does not work for me on the iPhone and iPad. I want to cancel, what is the procedure? klient number: 20060087524
                                                                                                  • Whatsapp Integration not working

                                                                                                    Hello. My whatsapp integration does not seem to be working. I have created templates, but whatsapp messages do not go through. They keep telling me to use a templete, even though I do so.
                                                                                                  • Weekly Tips: Get Work Done Faster with Zia AI

                                                                                                    Every day brings a fresh batch of messages — meeting invites to accept, client feedback to review, colleagues asking for updates, and the constant ping of new notifications. It's exhausting trying to clear your inbox while wondering how you will catch
                                                                                                  • Mail > Columns

                                                                                                    How do I add/remove columns in Mail views? I sent individual emails to multiple coworkers which I then moved to my Coworkers Folder. When I then view the Coworkers folder, all I see is the Subject (same for all), and the sender (Me).
                                                                                                  • Effortlessly advance through your CRM blueprints by including optional fields in transitions

                                                                                                    Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
                                                                                                  • Trigger a Workflow Function if an Attachment (Related List) has been added

                                                                                                    Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
                                                                                                  • CRM Multiline Field Spacing Bug

                                                                                                    If the text in MultiLine field is changed through client script, the spacing isn't reset and we get a lot of empty space Screen Recording is attached that shows the problem
                                                                                                  • Zoho Mail

                                                                                                    Hi Can we use Zoho email for our business? I have a website. In this website, we can use it in the contact page and also in the DMCA page. Kindly, this topic is a bit sensitive. Please give me a detailed reply on this and thank you in advance.
                                                                                                  • Next Page