Tip #40 - Control entity and field permissions using profiles

Tip #40 - Control entity and field permissions using profiles


Building profiles using permission sets equips you with the ability to permit and restrict data access to members belonging to those profiles. Creating different profiles with different combinations of permission sets allows you to set a hierarchical order of data access within the organization.

Although the default profiles come with well-defined permissions based on the user profile, you can alter them further to best suit the requirements of your organization.

Permissions are categorized as Entity Level and Field Level permissions. Learn more

Example

Let's assume you are a software development firm. Your team members include project managers, team leads, developers, testers, designers, sales persons, marketers, and many more. Let's say you have client details in your work items that you do not want to reveal to your developers, testers, and designers. You can navigate to their profile permission pages and hide the fields that relate to the client information. Following this, only those users with profiles that are not the mentioned three profiles will be able to view client related fields. This can ensure your client information is accessible only to relevant users.

Similarly, you've got client users in your workspace and you need to share with them the progress of the project without having to reveal all the data in your workspace. You can navigate to their profile page and enable entity level view access to specific modules like the backlog, sprint board, reports, and dashboards. Users with that profile will only be able to view the data in the said modules. So, the rest of your workspace data is secure.

Where can I define entity permissions?

  • Navigate to the settings page, Profile under Users section, and click the profile to modify the permissions. Select Entity Level Permission in the required module and enable or disable access based on the requirement.
  • Or, create a new custom profile and click the profile to go to the permission settings page.

Where can I define field permissions?

  • Navigate to the settings page, Profile under Users section, and click the profile to modify the permissions. Select Field Level Permission in the required module and set the actions that the user of that profile must possess.
  • Alternatively, navigate to Layouts and Fields section under Customization in settings. Open the required layout and hover over a field. Click the Edit field permission icon and go to the profile permission window of that field. Modify the edit, view, and hide field permissions for the required profiles. This permission will be applicable to all the members belonging to those profiles. Learn more
  • Or, navigate to the Available Fields tab in the Layouts and Fields section. Hover over the required field and click Set Permissions. The profile permission window of that field will appear for you to make modifications. Update the permissions for the required profiles.
Note: The configured field permissions will be applied to all the layouts that contain this field. For instance, if you have hidden a particular field for a user profile called "Marketer", users belonging to that profile will not view that field in any of the layouts that the field is used.

Available Plans

  • Entity Level Permissions- Elite, Premier, and Zoho One

  • Field Level Permissions- Premier and Zoho One



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Tip #28 - Plan less and deliver more using WIP limit in Zoho Sprints

            Hello, It's been a while since we met with a quick, interesting tip. As the saying goes, "Too much of anything is good for nothing", today the focus is on delivering your outcomes with the right amount of planning. Your plan should be practical, calculative, and achievable for driving a qualitative success.    Laura's plan   Laura has a habit of planning her project deliverables before assigning work to her team-mates. Once the plan is finalized, she schedules a general meeting with her team and
          • Tip # 3- Working on the Scrum board

            Continuing from our Tip #2 on leading to a sprint, let's see how to manage the work items on the Scrum board.  Once you start the sprint your work items are automatically displayed on the Scrum board where you will actually manage the work items. It is a snapshot of the backlog items identified for the current sprint.    The layout of the Scrum board Simply put, the scrum board is just like a physical board with sticky notes on which the work items of the active sprint are displayed.  The scrum board
          • Tip#2- Leading you to a Sprint

            Product Backlog After the user stories are written and finalized, they are sorted to create the Product Backlog for the project during the Backlog Grooming meeting. This is a master list of all the work items that have been identified for the project and sorted by priority. Requirements are not constant during this period.The Product Backlog is dynamic and is an ongoing process. Every user story in the Product Backlog is customer centric. The Product Backlog includes: User centric stories based on
          • Tip #1- Why swimlanes?

            Lanes define a clear path to reach your destination. In Agile, swimlane is one such concept that sets a simple and clear process of the work that you do.   The concept of swimlane can be related to the pool, where the swimmers gather in their respective lanes to start off. Similar to the pool, work items are grouped in different categories. Each category is referred as a lane and is displayed in horizontal format. Swimlanes are effective in categorizing the work items with respective to specific

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • Zoho Recruit Community Meetup - London 🇬🇧 (Venue Finalised)

                                    Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable
                                  • Users may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record

                                    Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on
                                  • Create custom rollup summary fields in Zoho CRM

                                    Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
                                  • push notification to Cliq when user is @mentioned in CRM notes

                                    push notification to Cliq when user is @mentioned in CRM notes. Currently users that is @mentioned gets an email to be notified. User/s that is @mentioned should get a Cliq notification.
                                  • 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー AI エージェント (Zia Agents)の活用事例 / CRMで実現するマーケティング業務効率化

                                    ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で「東京 Zoho ユーザー交流会 NEXUS」を開催します! ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ✒️申し込みはこちらから:https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost2 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ★参加のおすすめポイント ✅ AIエージェント(Zia)のリアルに使える実例を知る
                                  • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                    Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                  • Multiple header in the quote table???

                                    Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear
                                  • One Support Email Managed By Multiple Departments

                                    Hello,  We use one support email (support@company.com). Incoming emails come to the "Support Department" and based on what the customer is asking, we route that ticket to different departments (billing, technical support, etc.). When users in these different
                                  • Error AS101 when adding new email alias

                                    Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                  • ZOHO.CRM.UI.Record.open not working properly

                                    I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
                                  • Python - code studio

                                    Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
                                  • 🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control

                                    Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,
                                  • Introducing Workqueue: your all-in-one view to manage daily work

                                    Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
                                  • Department Overview by Modified Time

                                    We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents are
                                  • Zoho Commerce

                                    Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
                                  • Support Custom Background in Zoho Cliq Video Calls and Meetings

                                    Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the video background capabilities in Zoho Cliq, specifically the ability to upload and use custom backgrounds. Current Limitation At present, Zoho Cliq allows
                                  • Upload own Background Image and set Camera to 16:9

                                    Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where
                                  • ISO 27001 Compliance

                                    What are people doing to ensure ISO 27001 compliance for their Zoho environments? It would make sense for Log360 Cloud to integrate natively with the Zoho suite, but that is not the case. It requires a gateway cluster, which is not an option for a fully
                                  • Zoho People - Retrieve the Leave Details - get("LeaveCount")

                                    Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use the
                                  • Importing into Multiselect Picklist

                                    Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,
                                  • What's new in Zoho Sheet: Simplify data entry and collaboration

                                    Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
                                  • Marketer's Space: New to Campaigns? Some common early mistakes that might occur

                                    Hello Marketers, Welcome back to another post in Marketer's Space. If you're just getting started with Zoho Campaigns, things can feel exciting and slightly confusing at the same time. You're not alone. Most early frustrations come from setup gaps rather
                                  • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
                                  • Workflow Rule - Field Updates: Ability to use Placeholders

                                    It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etc
                                  • Need a Universal Search Option in Zohobooks

                                    Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks
                                  • Implement Date-Time-Based Triggers in Zoho Desk

                                    Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting
                                  • Why is my Lookup field not being set through Desk's API?

                                    Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,
                                  • How exactly does "Reply assistance" work in Zoho Desk? What context is sent to the LLM?

                                    Hi, Im trying to better understand the technical behavior of the feature "Reply assistance" in Zoho Desk, and I couldn’t find detailed information in the current documentation. Specifically, I have questions about what data is actually being sent to the
                                  • Deletion Workflows

                                    Hello, Unless I missed it, we can't create deletion workflows. My usecase is to auto-delete junk leads. We have field called lead status, and an agent qualify all our new leads. When it's a junk lead she chose the correspondant value in the picklist. My goal is that the system delete them automatically. Is that possible? Planed ?
                                  • URGENTImpossible to book an appointement

                                    J'essaie plusieurs fois mais aucun créneau n''est disponible Message d'erreur lorsque j'essaie de sélectionner une date
                                  • Sendpulse SMTP/IMAP Issues

                                    It’s possible Zoho made some changes on their side. Sometimes, even if your regular password works, Zoho requires an app-specific password for external apps like SendPulse to connect via IMAP. You can create this in Zoho’s security settings and use it
                                  • Insane mail security

                                    I cannot access my email... anywhere. For some reason the password for the Mail app on my Mac is being rejected, it worked yesterday but now it doesn't? Ok let's try the web interface. I can access my general Zoho login with the password but if I want
                                  • UI issue with Organize Tabs

                                    When looking at the organize Tabs window (bellow) you can see that some tabs are grayed out. there is also a "Add Module/Web Tab" button. When looking at this screen it's clear that the grayed out tabs can not be removed from the portal user's screen
                                  • Task list flag Internal/External for all phases

                                    Phases are commonly used in projects to note milestones in the progression of a project, while task lists can be used to group different types of tasks together. It makes sense to be able to define a task list as either internal or external however the
                                  • HAVING PROBLEM WITH SENDING EMAIL

                                    Hi all, I'm unable to receive emails on info@germanforgirls.eu. I'm getting an error code 550. 5.1.1. invalid email recipients. Moreso, I would like info@germanforgirls.eu to be the default "send from" email and not solomon@germanforgirls.eu. Kindly see
                                  • Sharing my portal URL with clients outside the project

                                    Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
                                  • Different Task Layouts for Subtasks

                                    I was wondering how it would be possible for a subtask to have a different task layout to the parent task.
                                  • Subscription went to default (@zoho.com) address instead for custom domain

                                    Hello! So I bought a lite sub to test things out, wanting to use my own domain. However, after passing through all the verification steps (completed now), it seems that the sub I bought was assigned to the default email that I already had with Zoho and
                                  • Canvas templates and font-family

                                    i dont understant why its always the smallest things that waste all of my time! why in some videos i see they have tamplates in the Canvas editor and i cant seem to fint it? and why oih why cant i cange the font? i just want simple Arial! help meeeeeeeeee
                                  • Re: Ca.gory groups and not all email addresses being added to a group emails

                                    Hi, I have added emails under 'Contacts' into categories but when sending a group email and putting the category name in not all email addresses go onto the email. I have refreshed the page, deleted and redone the info etc with no luck. I only found out
                                  • Next Page