Managing Profiles

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.


Profile Permission Required: Users with the Manage Profiles permission in profile can access this feature.



  • 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
    • Related Articles

    • Social Profiles | Online Help - Zoho CRM

      ZOHO   CRM Features Pricing Customers Resources Developers Resources CRM Setup Using Zoho CRM Integrations Developer Guide Social Profiles in Zoho CRM Social media integration with Zoho CRM gives the sales context to your interaction with customers. ...
    • Managing Territories

      In Zoho CRM, a user is one who manages records, their own or those shared by other users, within the organization. In addition to accessing the CRM data, some of the users can perform administrative functions for smooth running of the CRM account. ...
    • Zoho CRM - Managing Workflow

      Chapter 25: Managing Workflow The workflow management allows you to automate your sales, marketing, support processes, in which the records, tasks are assigned or transferred from one user to another for action, according to a set of predefined ...
    • Managing List Views

      Chapter <>: Managing List Views List Views are useful for displaying customer specific data according to your business requirements. For example, you may be interested to follow-up the leads created during last one week or overdue tasks as of today. ...
    • Managing Web Tabs

      How Can I... Activate Web Tabs Create web tabs Access Zoho Creator applications in Zoho CRM Delete Web Tabs Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho CRM. All the Zoho CRM users across the ...