Smarter Access Control: Role-Based Access vs. Responsibility-Based Profiles
Every business has roles, responsibilities, and workflows. While roles help define structure, responsibilities within those roles are rarely the same. As your team grows, some members need access to only a specific set of features. Others require visibility without control.
That's why role-based access alone isn't enough. What will make operations more efficient is responsibility-based access that keeps teams focused and reflects what someone actually does every day.
Before: Fixed Access with Predefined Roles
Previously in SalesIQ, access was managed using predefined roles such as Admin, Supervisor, and Associate. These roles helped establish a basic structure, but access within each role remained the same for everyone assigned to it.
Now: Custom Access with SalesIQ Profiles
With the introduction of Profiles in Zoho SalesIQ, access is no longer limited to predefined roles. Profiles allow you to customize permissions at a feature level, so access aligns closely with responsibilities, based on what operators actually do.
With profiles, you can:
- Give each person access only to the features they work on
- Keep critical settings and configurations limited to the right people
- Make onboarding and role changes easier as teams grow
The result is simple: cleaner workflows, better accountability, and faster execution.
Note: You can continue using the existing predefined roles, i.e., Admin, Supervisor, and Associate, to define base-level access. Use profiles as an additional layer of control to fine-tune permissions based on what operators actually do.
Best Practices for Using Profiles Effectively
To get the most out of profiles, here are a few best practices to follow:
- Create profiles based on responsibilities: Design profiles around day-to-day work managed by individuals, not just job titles.
- Use the same profile for similar roles: If everyone in a department performs the same function, assign them the same profile. This keeps access consistent and easier to manage.
- Give supervisors visibility, not control: Team leads and supervisors often need insights and conversation history, not configuration access. Limit their permissions to monitoring and review.
- Reserve full access for admins: Limit access to critical settings, integrations, and system-level configurations to admins only.
- Limit access to sensitive data: Restrict features that expose customer data or system controls to prevent accidental changes or data leakage.
- Review profiles as teams evolve: As responsibilities change, revisit the custom profiles you created to ensure access still aligns with how teams actually work.
Want clarity in your workspace?
Use Profiles in SalesIQ to define responsibilities, assign the right access, and keep your operations clean and efficient. Follow the instructions in our help-guide to create your first custom profile!
And, if you've already tried this, share your most-used custom profile in the comments below.
Warm regards,
Hameetha
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