Profile Permissions | Online Help - Zoho Workerly

Profile Permissions

Profiles in Zoho Workerly help you define permissions for a set of users. For instance, the permissions required for a person from one Agent in the team might differ from the permissions required by another Agent. You can define the permissions for each profile as needed and specify the profile when adding a user.

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.
  • Agent Profile: This profile has limited access to the features in Zoho Workerly account.

Availability 

Profile Permission Required: Users with the Manage Profiles permission in profile can access this feature.

Create Profiles

  1. Go to Setup > Security Control > Profiles.
  2. Click on + New Profile.
  3. 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.
  4. Click on Create.

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.

Managing Profile Permissions

To make the process of managing profile permissions easier, the permissions have been grouped in such a way that you will have no problem in customizing them as needed. You can enable or disable permission in a single click rather than having to go through the hassle of disabling each checkbox. With instant saving, you don't have to worry about losing your progress.

List of Permissions
 

The module permissions are grouped in the same way that they appear in Zoho Workerly and the Setup permissions are grouped similar to the Setup page, making it easier for you to find them., there are three main sections of permission that are available. With the ability to change the permission in one click, you can easily enable and disable them.

Module Permissions

Module Permissions lets you define which module the users associated to that particular profile will have access to. You can also specify what actions they can perform.

Basic permissions

These permissions are based on the modules. The permissions for actions can be changed by using the checkbox that is available in the drop-down next to each module permission.

Advanced permissions

Permissions like Import / Export, Send Email, Tool and other advanced permissions can be enabled only when their pre-requisite is enabled. For example, a user can send Mass Email only when Send Email permission has been enabled for that profile. This makes sure that users can't exceed their permissions.

Note:

  • If you had disabled an advanced, then disable the basic permission and then enable it, the advanced permissions won't enable it automatically. You will have to go enable them automatically.

Import / Export Permissions

Permission
Description
Required Permission
Supported Modules
Import Own Records
Import records owned by the current user.
Create
Temps, Clients, Contacts, Jobs, Custom Modules.
Import Organization Records
Import all records owned by the users in the organization.
Create
Temps, Clients, Contacts, Jobs, Custom Modules.
Export
Export records from each module.
View
Temps, Clients, Contacts, Jobs, Custom Modules.

Send Email Permissions

Permission
Description
Required Permission
Supported Modules
Send Email
Modules from which you can send an email.
View
Temps, Contacts, Custom Modules.
Mass Email
Modules from which you can send mass emails.
Send Email
Temps, Contacts, Jobs and Custom Modules.
Delete Email
To delete emails from the related lists in the record's detail page.
Send Email
Temps, Contacts, Jobs and Custom Modules.

Tool Permissions

Permission
Description
Required Permission
Supported Modules
Mass Update
Update several records at once.
Edit
Temps, Clients, Contacts, Jobs.
Mass Delete
Delete several records at once.
Delete
Temps, Clients, Contacts, Jobs.
Change Owner
Change the owner of a record.
View
Temps, Clients, Contacts, Jobs, Custom Modules
Mass Transfer
Transfer records from one user to another based on a criteria.
Change Owner
Temps, Clients, Contacts, Jobs.

Other Permissions

Permission
Description
Required Permission
Supported Modules

Print View

View all List view records in a module in the printable mode.
View
Temps, Contacts, Clients, Jobs, Custom Modules.

Sheet View

View, add and update records from the module using Spreadsheet.
Create and Edit
Temps, Contacts, Clients, Jobs, Custom Modules.
Find and Merge
Find and merge the duplicate records.
Edit
Temps, Clients, Contacts.

Manage Custom List View

Create custom list views.
View
All Modules.

Admin Level Permissions

Permissions
Description
User Management
Permission to manage users, roles, profiles, groups and data sharing.
Modules Customization
Customize Modules, Tab Groups, Web Tabs, Fields & Links, Layouts, Related Lists, and Business Card View.

Note:

  • Only users with Administrator Profile can customize Company Details, Fiscal Year, Business Hours, Territory Management, De-duplicate, Zoho Workerly Variables, Copy Customization, Organization Email and Currency.

Email & Templates

Permissions
Description
Email & Chat Settings
Manage BCC Dropbox, Mail Integration and Zoho Chat bar.
Manage Templates
Manage Email, Inventory and Mail Merge templates.

Automation

Permissions
Description
Supported Modules
Manage Workflow
Create workflow rules and associate workflow alerts, tasks, field updates, webhooks, custom functions and manage the approval process with them.
All Modules.
Assignment Rules
Create assignment rules to automatically assign the ownership of the records that are imported or generated from web forms.
Temps, Contacts, and Custom Modules.

Webform

Permissions
Description
Supported Modules
Manage Webform
Design and publish web forms in order to collect Temp/visitor data.
Temps, Contacts, and Custom Modules.
Approval
Specify the rule criteria, the approval authority and also actions that need to be carried out on approval or rejection.
Temps, Contacts, and Custom Modules.

Data Administration

Permissions
Description

Migrate data from other Staffing Software

Enable the ability to migrate data from other Staffing Software.
Import History
View the import history of modules.
View Storage Details
View the storage details of the account.

Extension Permissions

This section lets you define permissions for Extension, Zoho Workerly API and Social Settings. These permissions deal with the communication of Zoho Workerly with third party integrations.

Zoho

Permissions
Description
Docs
Create and collaborate your documents inside Zoho Workerly.
Books
Push timesheets to Zoho's accounting software to create invoices.

Google

Permissions
Description
Sync with Google Contact
To synchronize contacts between Google contact and Zoho Workerly.

Sync with Google Calendar

To synchronize Google and Zoho Workerly calendars.

Others

Permissions
Description

Zoho Workerly Mobile Apps Access

Enable this for allowing the user to access Zoho Workerly through the mobile app.

Zoho Workerly API

Permissions
Description

Zoho Workerly API

Access the Zoho Workerly API for integrating Workerly modules with third-party applications such as accounting, ERP, e-commerce, self-service portals and others

Delete Profile

You may want to delete profiles that are not in use.

  1. Click on the more button that appears when you hover the mouse over the profile you wish to delete.
  2. Click on delete.
  3. In the confirmation page, click delete again.

  1. Note:


  1. When you want to delete a profile that is associated to a user, you will be prompted to transfer the user to another profile before deleting them.






    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 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






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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 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

                                                                                                              • Setting up Fields & Links Permissions

                                                                                                                Set Access Permissions for Fields With the field-level security, you can control the access rights of Workerly fields for various profiles. This will ensure smooth security at the field-level, allowing users to access the fields that are relevant to ...
                                                                                                              • Create and Manage Profiles

                                                                                                                In Zoho Workerly, the profile function controls the permission to Workerly modules, records, fields in a record, and various utilities, such as import, export, send email, mass update, etc. Users associated with the profile can access the functions ...
                                                                                                              • Attachment Permission

                                                                                                                In organizations with different levels of hierarchy, it’s important to define the access level of each user. When sharing resumes and files with other users, if there are any confidential documents, which can’t be shared with all, it’s ideal if the ...
                                                                                                              • Field List Page

                                                                                                                The Fields section of a module in Zoho Workelry presents details of fields in the selected module. The Fields section has two subsections - Field listing and Fields Permission. As the name suggests, the Field Listing section enables you to view the ...
                                                                                                              • Custom Links and Buttons

                                                                                                                Custom Links in Zoho Workerly Links help you access third party applications and urls to acquire the desired information. This is an advanced feature that gives you the advantage of integrating content from other sites also in addition to your ...
                                                                                                                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