Profiles

Profiles

Manage feature access permissions for users in CRM by creating profiles



Help guide
  1. Creating Profiles
  2. Managing Profile Permissions

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                                                                                                                            • Related Articles

                                                                                                                            • 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: 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 ...
                                                                                                                            • 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, ...
                                                                                                                            • Adding, Importing, Modifying, and Re-inviting Users

                                                                                                                              In Zoho CRM, a user is one who manages records, whether their own or those shared by other users, within the organization. In addition to accessing the CRM data, some of the users can perform administrative functions for the smooth running of the CRM ...
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