Create and Manage Profiles
Profile Permission Required: Users with the Manage Profiles permission in profile can access this feature.
NoteZoho Workerly provides two profiles by default.
Administrator Profile: This profile has access to all the features in the Zoho Workerly account.
Agent Profile: This profile has limited access to the features in Zoho Workerly account.
Profile controls the following functions:
- Module level permission
- Setup permissions
- Extension permissions
- Instant change and save automatically
Default Profiles
By default, two profile permissions are provided. You can only change the permissions for the module and no other customization is possible. The two default profiles are:
- Administrator Profile: This profile has access to all the features in the Zoho Workerly account.
- Standard Profile: This profile has limited access to the features in Zoho Workerly account.
Create Profiles
- Go to Setup > Security Control > Profiles.
- Click on + New Profile.
-
In the Create new profile page:
- Enter the name of the new profile
- Click on the + New Profile button and choose the profile which should be cloned.
- You can choose to give a small description of the profile if needed. Click on Save.
- Enter the name of the new profile
Clone Profiles
At times you may want to clone profiles to create similar ones and customize them as needed. To clone a profile, click on the more button next to the profile name and click on Clone.
Delete Profile
You may want to delete profiles that are not in use.
- Click on the more button that appears when you hover the mouse over the profile you wish to delete.
- Click on delete.
-
In the Confirmation Page,
when you want to delete a profile that is associated with a user, you will be prompted to transfer the user to another profile before deleting them.
-
Click Transfer & Delete again.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Create and Manage Temps
Temps are the people who carry out a job and are a crucial part of the staffing process. Once the Temps are given a job, it is essential to manage them. The staffing department's approach to managing Temps can significantly impact the success of an ...Create and Manage Jobs
In any organization, Jobs are the most important records to generate the real revenue for the organization. Jobs are typically a requirement from a Client. Once a client raises a requirement, Temps are assigned to that Job and the whole Staffing ...Create and Manage Contacts
Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Zoho Workerly, a Contact will represent a Client and raise Job requirements. The most important function of the contacts module in ...Create and Manage Roles
In Zoho Workerly, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, an Agent Admin can access all the records whereas an Agent can access ...Manage List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying specific data according to your business requirements. For example, you may be interested to review overdue tasks or you may want to ...