CRM Help

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

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