Creating Profiles
By default, two profile permissions are provided. You can only change the permissions for module 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.
- Go to Setup > Security Control > Profiles .
- Click on + New Profile .
- 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.
- Enter the name of the new profile
- Click on Create.
At times you may want to clone profiles to create similar ones and customize them as needed. To clone a profile, click on the more button next to the profile name and click on Clone .
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
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 ...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). ...Create and Manage Groups
In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a ...Using Territories
Understanding Territory Management Using Territory Management, you can segment accounts, contacts and deals into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of these ...Building a Subform
In simple terms, a subform is a secondary form or a table, which enables you to add multiple line items to a primary form. Your CRM data are often inter-dependent. You may have the necessity to associate multiple items to a single record. In ...