Creator Help

Manage Profiles

In Zoho Creator, the profile function controls the permission to access the creator forms, reports, and pages, import permissions to import data to the forms and export permissions to export data. Users associated with the profile can access the functions that are assigned to them. Three profiles are provided by default.

For accounts created before March 20, 2018

For accounts created after March 20, 2018

Administrator: The users in this profile will have access to all module-level permissions(add, view, edit, delete records, etc.) and make changes to the application structure.

Administrator: The users associated with this profile will have access to all module-level permissions(add, view, edit, delete records, etc.) and make changes to the application structure.

Member: The users in this profile will have access to all module-level permissions(add, view, edit, delete, etc.)

Read: The users associated with this profile can access and view all the reports in the application.

User: This profile will only have add and view permissions to the modules. 

Write: The users associated with this profile can access, view, and edit the records in the application.

Additionally, you can create a new profile from scratch and set custom permissions. On the other hand, you can clone existing profiles and create a new profile. When you clone from an existing profile, the permission set of the existing profile will be applied to the cloned profile.

Note:

  • This feature is available only for new accounts created after April 2014. We are currently working on migrating the old accounts to support this feature. Note that migration is taking place on the request basis. Please contact support@zohocreator.com for any clarifications.

Key Features

Profile controls the following functions:

  • Module-level permissions: Permissions to access the modules (tabs) in the application

    Note:

    • You can set permissions to view and access specific reports in an application. This feature is available only for new accounts created after March 20, 2018.
  • Record-level permissions: Permissions to create, view, edit, delete records
  • Field-level permission: Permissions to access the fields in a record 
  • Import permissions: Permissions to import data to all or specific forms in the application
  • Export permissions: Permissions to export data from all or specific forms in the application

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