Managing Profiles - Online Help - Zoho CRM

Creating Profiles

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 profiles are provided. You can only change the permissions for org modules 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.
Notes
Note
If you've added team users to your CRM account, you'll see another profile called Team User Profile. This profile has only the access needed for team users in the Zoho CRM account. Learn more
Info
Permissions for team modules profiles can be set for each team module. This is independent of the permissions mentioned here. To learn more, see Manage actions and field access for team module profiles.

Availability

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

Check Feature Availability and Limits


Create Profile

  1. Go to  Setup  >  Security Control  >  Profiles.
  2. Click 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 Create.
  5. Once created, you can enable or disable the different permissions for that profile.

Clone Profile

At times, you may want to clone profiles to create similar ones and customize them as needed. To clone a profile:

  1. Go to  Setup  >  Security Control  >  Profiles.
  2. Hover over the profile you want to clone and click on the more icon .
  3. Click Clone.
  4. Continue from step 3 in Create Profile instructions.

View Profile Users

If you want to view the users who are mapped to a profile, do the following:
  1. Go to Setup  >  Security Control  >  Profiles.
  2. Hover over the profile you want to clone and click on the more icon .
  3. Click View Users.

SEE ALSO
  1. To learn more about the different permissions available in a CRM profile, see Managing profile permissions.