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. Documents

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 


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