While creating a profile, first you have to associate the existing profile to the new profile and later you can change the modules and field-level access control. The table below provides information on the default profiles and the additional profiles for the different Editions.
A profile has the following categories of permissions:
To create a new profile
After creating a profile, you must control the access to the modules (Leads, Accounts, Contacts, Potentials, Cases, Solutions, Products, Price Books, Tasks, Events, Forecasts, Vendors, Purchase Orders, Sales Orders, Invoices and also Notes and Attachments), import/export, tools, report access, system administration, and general permissions for the profile. Users with System Administrator privileges can manage these permissions.
|Module-level Permissions||To enable/disable the following permissions to the various modules (Leads, Accounts, Contacts, Cases, and others) and the records in them. |
|Tab Group Permissions||To provide access to the tab groups. Users will be able to access the tabs within the tab groups based on the Module-level Permissions.|
|Reports & Dashboards Permissions||Permissions to manage the reports and dashboards in Zoho CRM and also to schedule reports.|
|Import Permissions||Various permissions required to import records from each module that are owned by you and organization-wide users.|
|Export Permission||Various permissions required to export records from each module.|
|Tool Permissions||Permissions required to use various features under Module Tools such as the Mass Transfer, Mass Delete, Mass Email, Change Owner etc.|
|Admin Permissions||Permissions to access the features such as Roles, Profiles, Users, Groups, Zoho CRM Customization etc.|
|Apps Permissions|| |
Permissions to access the various integrations in Zoho CRM such as, Zoho Mail Integration, Plug-in for Microsoft Outlook, Mobile Edition, Social Integration, etc. Permission for the following features will be available under Profiles, only in the New Pricing Editions.
|General Permissions||Other general permissions to access the variety of featured in Zoho CRM, such as Convert Leads, Manage Subscription, Manage Workflow, Manage Custom Views, etc.|
To control permissions
You can associate the profile with the users so that they can access CRM modules and fields that are assigned to them. Users with System Administrator privileges can associate a profile with users.
To associate users with a profile
When organizing your Zoho CRM account, you may delete some of the unwanted profiles after assigning the users to the other profiles. Before deleting a particular profile, Users associated to that profile must be transferred to other existing profiles. You can delete all the profiles except "System Administrator" and "Standard User" profiles.
To delete a profile
What will be the roles and profiles of the users that I import?
By default, the users that you import will have the following:
Role - Manager
Profile - Standard
After importing, you can change the roles and profiles from the Users page.
In Zoho CRM, Role defines a position of user(s) within the organizational-wide hierarchy. It can be used to provide or restrict access to the CRM data. Whereas Profile defines the set of permissions to access the features in the Zoho CRM.
For users with Standard profiles, you can change only the module-level permissions. Other permissions like import, export, tool permissions, etc. cannot be changed for the default profile (Standard profile). However, you can change the permissions for the custom profiles that you create.