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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                                                                                    • 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). ...
                                                                                    • 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 ...
                                                                                    • 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 ...
                                                                                    • 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 > Users and Control > Security Control > Profiles. Choose the specific profile. Click on Tools ...
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