A
profile is a collection of permissions for actions that a user will require to perform their job. For example, a department head might require permissions to import data, customize modules, and add users to CRM. You can create a profile that has all these permission and assign it to all users who have the Department Head role. This allows you to ensure everyone in that role has the same permissions and prevents the wrong permission being assigned by mistake.
You can customize only a few permissions in the system-defined standard profiles. The best way to customize the standard profile is to clone it and then add or remove the required permissions on the clone.
3. Why can't I access some of the modules in my account?
Modules can be disabled as needed in Profile Settings. The modules you are unable to access are probably disabled for your profile.
To enable the modules, follow the steps below:
This can only be performed by an administrator.
Navigate to Setup > Security Control > Profiles.
Choose the profile.
Toggle the button of the module you want to enable access to.
4. Can I delete a profile? What will happen to the users of that profile?
Yes, you can delete a profile if it is no longer required. However, you must first transfer the users to another profile.
To transfer users and delete a profile:
Navigate to Setup > Security Control > Profiles.
Choose the specific profile.
Click the ellipsis in the top-right corner.
Click Delete and transfer users to a different profile.
If you have not assigned users to a profile, it can be deleted without transfer.
5. Where can I see a list of the users who belong to a particular profile?
In CRM, you can view the list of users present in a profile under the profiles that were created.
To view the users in a particular profile:
Navigate to Setup > Security Control > Profiles.
Choose the specific profile
Click View Users in the top-right corner.
6. How to clone an existing profile?
To clone an existing profile, follow the below steps:
- Navigate to Setup > Security Control > Profiles.
- Hover to a specific profile and click the icon.
- Click Clone.
- In the Create New Profile popup, add the profile name and description.
- Click Create.
When cloning a profile, its permission settings will also be copied. These permissions can be adjusted further.
7. Why can't I change the record owner?
To change the record ownership, you must have the Change Owner permission enabled in your profile.
To enable the Change Owner permission:
- Navigate to Setup > Security Control > Profiles.
- Choose the specific profile.
- Click on Tools on the left.
- Toggle the Change Owner switch on or off.
Select the modules where the user will be able to change record ownership. This allows you to still prevent the user from changing ownership for records from other modules.
8. How can I restrict users from changing settings in the Setup page?
You can restrict users from accessing the settings in Setup by turning off the Setup Permissions for their profile.
To turn off Setup Permissions:
Navigate to Setup > Security Control > Profiles.
Choose the specific profile.
Click on Others on the left.
Disable Setup Permissions.
9. What are the Standard and Administrator profiles?
These are the system-defined profiles which have permissions preset for each category based on which actions we think users are most likely to perform in CRM.
The administrator profile has access to all the permissions. Any user with administrative permissions can perform all available activities in CRM. You cannot modify the permissions in this profile except for the Basic permissions and a few Extension permissions.
The standard profile has access to the features which will be required to manage daily activities in CRM, for example, they have the permission to view the import history but not to import data to CRM. Likewise, all the admin-level permissions are disabled for the standard profile.
These profiles cannot be modified, so we recommend that the administrators to clone these profiles and customize the permissions in the cloned copies as required.
10. I do not have the permission to send mass emails, what should I do?
To send mass emails, a user must have the Mass Email permission enabled in their profile.
To enable the Mass Email permission:
Navigate to Setup > Security Control > Profiles.
Choose the specific profile.
Click Send Email in the Module Permissions on the left.
Enable or disable Mass Email.
Tip: You can also manage settings to delete emails and send individual emails in the same section.