Managing Profiles
In Zoho CRM, 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 the functions that are assigned to them.
Availability
Profile Permission Required: Users with the Manage Profiles permission in profile can access this feature.
Note
- Zoho CRM provides two profiles 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.
Key Features
Profile controls the following functions:
- Module level permission
- Setup permissions
- Extension permissions
- Instant change and save automatically