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How to Create Profiles in Zoho CRM

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Profiles in Zoho CRM let administrators control what users can view, create, edit, delete or customise within the CRM. Sales, marketing and support teams often need different levels of access, and profiles let you define this so users see only what is relevant to their role.

Default profiles

Zoho CRM includes system defined profiles that come preconfigured:

  • Administrator: full access to all modules and features in the CRM. It cannot be deleted or restricted.
  • Standard: limited access to CRM features, suited to general team members.

If you add team users to your account, a Team User profile also becomes available, with permissions designed for that kind of user.

Availability

  • Available in all paid editions.
  • Creating and managing profiles requires the Manage Profiles permission.

How to create a new profile

  1. Go to Setup > Security Control > Profiles.
  2. Click + New Profile.
  3. Enter a profile name.
  4. Choose an existing profile to clone, which copies its current settings.
  5. Optionally add a profile description.
  6. Click Create.

How to clone an existing profile

Rather than starting from scratch, you can clone an existing profile and adjust it as needed.

  1. In the Profiles list view, click the more icon next to a profile.
  2. Select Clone.
  3. Give it a new name and update any permissions you want to change.

Cloning is a quick way to create department specific profiles based on a shared starting point.

Frequently asked questions

Can I delete or restrict the Administrator profile?

No. The Administrator profile always has full access and cannot be deleted or restricted.

What is the quickest way to set up a profile for a specific department?

Clone an existing profile that is close to what you need, then adjust its permissions rather than building one from scratch.

Need help?

Need help setting up profiles and permissions in Zoho CRM? Contact support@thoughtlogik.com or see our Zoho implementation services.

How to Create Profiles in Zoho CRM - PreviousHow to create new roles in Zoho CRMNext - How to Create Profiles in Zoho CRMWhat is Territory Management in Zoho CRM

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