Getting Started Guide

Profiles and Roles

Users perform different functions based on organization’s structure and their individual designations. While some users can perform all the actions in a portal and see all critical project information, some need only limited access. Using Profiles and Roles in Zoho Projects, you can customize access privileges and the user’s role in the organization.

Custom Profiles and Roles are available in our Enterprise Plan. Default profiles (except admin and client) can be edited in all paid plans.

  Customize Profiles and Roles

 

Profiles and Roles

Create profiles and customize permissions.
Profile | Roles | Permission Sets | Portal Owner and Admin Permissions | Manage Users

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