Managing Profiles - Online Help - Zoho CRM

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 each profile as needed and specify the profile when adding a user.
Default 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. 

Availability

Permission Required
Users with the Manage Profiles permission can access this feature.

Check Feature Availability and Limits


Create Profiles
  1. Go to  Setup  >  Security Control  >  Profiles .
  2. Click on  + New Profile .
  3. 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.



  4. Click on  Create

Clone Profiles

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 .


SEE ALSO

    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 CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              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 CRM Training


                  Zoho TeamInbox Resources




                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW


                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now











                                                      • 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). ...
                                                      • 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 ...
                                                      • 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, ...
                                                      • 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 ...
                                                      • Creating Contacts

                                                        In Zoho CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source : You can gather data through various ...

                                                      Resources

                                                      Videos

                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                      eBooks

                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                      Webinars

                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.



                                                        Zoho Show Resources