Profiles | Online Help | Zoho Projects

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.

Profiles can be created and customized to define permission sets and assign them to a particular group of users based on their role. Profiles can be configured by the Portal Owner and any user can be given the relevant permission to create and customize profiles. We also have some default profiles to get you started.
The default Employee and Contractor profiles can be renamed.

Benefits:

  1. Create custom profiles and set access privileges
  2. Set different permissions for portal users and client users
  3. Customize permissions at module level
  4. Clone profiles
Feature Availability: User based Enterprise plan.
  • 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

  1. Click in the top navigation panel.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Profiles in the left panel.
  4. Click Add Profile to create a new profile.

  5. Enter profile Name.
  6. Select if the profile is a client or project user.
  7. Enable permissions for portal, projects, and individual modules.
  8. 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

  1. Milestones
  2. Task Lists
  3. Tasks
  4. Issues
  5. Timesheets 

Default Profile

Set a profile as default. The profile will be selected by default when adding a user.
  1. Click in the top navigation panel.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Profiles in the left panel.
  4. Hover over a profile and click .

Edit Profile

Profiles except the Admin and Client can be edited.

  1. Click in the top navigation panel.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Profiles in the left panel.
  4. Hover over a profile and click .
  5. Enable or disable permissions.
  6. 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.

  1. Click in the top navigation panel.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Profiles in the left panel.
  4. Hover over a profile and click .
  5. Enter a new name for the clone.
  6. Enable the required permissions.
  7. Click Add to save as a new profile.

Delete Profile

  1. Click in the top navigation panel.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Profiles in the left panel.
  4. Hover over a Profile and click .
  5. Click Delete to delete the role.

See Also 


    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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        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

                                                                                          • Profiles and Roles

                                                                                            Users perform different functions based on organization’s structure and their individual designations. While some users can perform all the actions in a portal and see all critical project information, some need only limited access. Using Profiles ...
                                                                                          • Permission Sets

                                                                                            Zoho Projects offers better control over the access levels a user has in the portal. Profile permissions have been divided into three sections. Portal Level, Project Level, and Module Level. Each permission in these sections lets users handle host of ...
                                                                                          • Is it possible to modify or define user profiles?

                                                                                            Yes. You can create and edit user profiles based on business requirements. Learn more.
                                                                                          • Roles

                                                                                            Define roles for users in your organization and map them to their designations. Users can be mapped to roles and profiles to set access privileges. Zoho Projects gives you four default roles (Administrator, Manager, Employee, and Contractor) which ...
                                                                                          • Portal Owner and Admin Permissions

                                                                                            Certain permissions are exclusive to the Portal Owner and cannot be shared with other users. Admins too have certain privileges not limited to the profile permissions. Permission Portal Owner Admin Settings     Manage Subscriptions Y - Change Portal ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            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