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.
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