Creating Profiles

Creating Profiles

Creating Profiles

Profiles in CRM help you define permissions for a set of users. For instance, the permissions required for a person from Sales team might differ from the permissions required by a person in the Marketing team. You can define the permissions for each profile as needed and specify the profile when adding a user. 

Default Profiles 

By default, two profile permissions are provided. You can only change the permissions for module and no other customisation is possible. The two default profiles are : 

  • Administrator Profile : This profile has access to all the features in the CRM account. 
  • Standard Profile : This profile has limited access to the features in the CRM account. 

Availability 

Permission Required 

Users with the Manage Profiles permission can access this feature. 

Create Profiles 
  1. Go to  Setup  >  Security Control  >  Profiles . 
  2. Click on  + New Profile . 
  3. In the  Create new profile  page: 
    • Enter the name of the new profile 
    • Choose the profile which should be cloned. 
    • Specify a  Profile Description , if needed. 



  4. Click on  Create . 
Clone Profiles

At times you may want to clone profiles to create similar ones and customise them as needed. To clone a profile, click on the more button next to the profile name and click on  Clone.


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