Getting Started Guide

Profiles

A user's profile determines the level of access within the organization. Zoho Projects classifies profiles into two categories.

  • User Profile: These profiles are assigned to portal users. Users in this profile can access modules with both internal and external flag.
  • Client Profile: These profiles are assigned to client users. Users in this profile can only access modules with an external flag.

Profiles can be created and customized to define permission sets and assign them to a particular group of users based on their role. Profiles can be configured by the Portal Owner and any user can be given the relevant permission to create and customize profiles. We also have default profiles to get you started.

Note:

  • Default profiles cannot be deleted.
  • Click on a profile to view permissions.
  • The default Admin and Client profiles cannot be edited. You can however, clone these profile and then edit them.
  • All other profiles can be edited.

Create a new profile

  1. Click in the top banner.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Profiles in the left panel.
  4. Click Add Profile to create a new profile.

  1. Enter profile Name.
  2. Select if the profile is a client or project user.
  3. Enable permissions for portal, projects, and individual modules.
  4. Click Add to save the new profile.

Client profile

Users having client profile can be granted limited access privileges at a project level. Client profile users will not have portal level permissions. At a project level, client users can be granted access to external forums, pages, and events. At a module level, they will have access to milestones, task lists, tasks, issues, and documents. Timesheets will not be available for client users. Learn more on how to enable access privileges. The default client profile cannot be edited. You can however clone this profile and create a new client profile and then edit it.

Edit a profile

Profiles except the Admin and Client can be edited.

  1. Click in the top banner.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Profiles in the left panel.
  4. Hover over a profile and click .
  5. Enable or disable permissions.
  6. Click Update to save your changes.

Clone a profile

If your organization requires profiles which need modified permission sets, you can clone an existing profile and make the necessary changes.

  1. Click in the top banner.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Profiles in the left panel.
  4. Hover over a profile and click .
  5. Enter a new name for the clone.
  6. Modify permissions.
  7. Click Add to save as a new profile.

Delete Profile

  1. Click in the top banner.
  2. Navigate to Manage Users > Profiles and Roles.
  3. Click Profiles in the left panel.
  4. Hover over a Profile and click .
  5. Click Ok to delete the role.

 Related Topics

Roles | Permissions Sets | Portal Owner and Admin Permissions | Customize Profile Permissions for Users in a Project | Clone Customized Profile Permissions for Users in a Project

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