Managing Profiles

Managing Profiles

The profile function controls the permission to CRM modules, records, fields in a record, and various utilities, such as import, export, send email, mass update, etc. Users associated to the profile can access only the functions that are assigned to them. For example, if a particular module's visiblity is turned off for a profile, the users associated with that profile will not be able to view that module.
Zoho Developer allows can create new profiles and set up access permissions to them based on your industrial requirements. But associating users to each profile can be done only by the customers who use your vertical CRM.

Note
  1. Two profiles are provided by default:
    Administrator Profile: This profile has access to all the features in the Zoho CRM account.
    Standard Profile: This profile has limited access to the features in Zoho CRM account.
  2. For the default profiles only the module level permissions can be modified.

Key Features

Profile controls the following functions:
  1. Module level permission
  2. Sub-module level permission

Module Level Permissions

  1. Tab visibility
  2. View Records
  3. Create Records
  4. Edit Records
  5. Delete Records

Sub-module level permissions

  1. Manage Reports & Dashboards
  2. Import Records
  3. Export Records
  4. Mass Transfer
  5. Mass Delete
  6. Mass Update and more.

App permissions

  1. Zoho Mail Integration
  2. Mobile Edition
  3. Zoho Support Integration
  4. Zoho PhoneBridge
  5. Integration with Microsoft Outlook
  6. Zoho Writer Add-on
  7. Integration with Microsoft Office
  8. Social Integration
  9. Zoho Meeting
  10. Zoho Sheet View
  11. Sync with Google Calendar
  12. Sync with Google Contacts