Profiles
A user's profile determines the level of access within the organization. Zoho Projects classifies profiles into two categories.
- User Profile: These profiles are assigned to portal users. Users in this profile can access modules with both internal and external flag.
-
Client Profile: These profiles are assigned to client users. Users in this profile can only access modules with an external flag.
Benefits:
- Create custom profiles and set access privileges
- Set different permissions for portal users and client users
- Customize permissions at module level
- Clone profiles
- Default profiles cannot be deleted.
- Click on a profile to view permissions.
- The default Admin and Client profiles cannot be edited. You can however, clone these profile and then edit them.
- The default Employee and Contractor profiles can be renamed.
- All other profiles can be edited.
Create New Profile
- Click
in the top navigation panel. - Navigate to Manage Users > Profiles and Roles.
- Click Profiles in the left panel.
-
Click Add Profile to create a new profile.
- Enter profile Name.
- Select if the profile is a client or project user.
- Enable permissions for portal, projects, and individual modules.
- Click Add to save the new profile.
Client Profile
Users having client profile can be granted limited access at a project level. Client profile users will not have portal level permissions. At a project level, client users can be granted access to external forums, pages, and events. At a module level, they will have access to
- Milestones
- Task Lists
- Tasks
- Issues
- Documents
Default Profile
- Click in the top navigation panel.
- Navigate to Manage Users > Profiles and Roles.
- Click Profiles in the left panel.
- Hover over a profile and click
.
Edit Profile
Profiles except the Admin and Client can be edited.
- Click in the top navigation panel.
- Navigate to Manage Users > Profiles and Roles.
- Click Profiles in the left panel.
- Hover over a profile and click
. - Enable or disable permissions.
- Click Update to save your changes.
Clone a Profile
If your organization requires profiles which need modified permission sets, you can clone an existing profile and make the necessary changes.
- Click in the top navigation panel.
- Navigate to Manage Users > Profiles and Roles.
- Click Profiles in the left panel.
- Hover over a profile and click
. - Enter a new name for the clone.
- Enable the required permissions.
- Click Add to save as a new profile.
Delete Profile
- Click in the top navigation panel.
- Navigate to Manage Users > Profiles and Roles.
- Click Profiles in the left panel.
- Hover over a Profile and click
.
- Click Delete to delete the role.
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