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.
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.
- 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
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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