Profiles

Profiles

Manage permissions to feature access in CRM by creating profiles

Help guide
  1. Creating Profiles
  2. Managing Profile Permissions

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                                                                                          • Social Profiles

                                                                                            Social media integration with Zoho CRM gives the sales context to your interaction with customers. Following are the two ways in which you can make use of Social CRM. Personal social media interaction via social profile integration (detailed below). ...
                                                                                          • FAQs on Roles and Profiles

                                                                                            1. What are profiles? 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 ...
                                                                                          • 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 ...
                                                                                          • Is it possible to limit access for users based on their departments?

                                                                                            Yes. Zoho CRM allows you to set permission for modules, records, layouts, and fields to determine whether users from a particular role or department can access the data or not. For example, if you want the sales department to have access to only the ...
                                                                                          • Manage Users, Roles, and Permissions

                                                                                            As you proceed with setting up the CRM account, your next step will involve adding users and determining their roles and permissions based on which they will perform specific tasks. A user is the one who manages records within the organization, ...
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