What can I do if the default profiles don't meet my team's permission requirements?

What can I do if the default profiles don't meet my team's permission requirements?

If the default profiles in Zoho FSM do not align with your team’s specific access needs, you can create a custom profile. Custom profiles allow administrators to define granular permissions for various modules and actions. You can either create a new profile from scratch or clone an existing one and adjust the permissions as needed.

To create a custom profile:
  1. Go to Setup.
  2. Under Security Control, select Profiles.
  3. Click New Profile, or use the More Options (⋯) menu to clone an existing profile.



  4. In the Clone a Profile popup, select a base profile to clone.
    1. Enter a name and description.
    2. Click Create.



  5. Make the required changes.
    Click Save.