How do I change the profile of the user?
You can change the profile of the users by following these steps:
1. Log in to Zoho CRM with Administrator privileges.
2. Click Setup > Users and Control > Users.
3. In the Users page, click the Edit link corresponding to the user you want to change the profile for.
4. In the Account Information page, choose the Profile from the drop-down list.
5. Click Save.
Note: Users in the Free Edition cannot change the profile of the users as they have only one profile available in their account, by default.
Related Articles
In the Free Edition, every user I add has the Administrator Profile. How can I change that?
In the Free Edition, only the Administrator profile and CEO role are available. You cannot change the role and profile of the users. You can create profiles and roles only in the Professional, Enterprise Editions and above.
Managing Profile Permissions
To make the process of managing profile permissions easier, the permissions have been grouped in such a way that you will have no problem in customizing them as needed. You can enable or disable permission in a single click rather than having to go ...
Customizing the User Layout
Zoho CRM allows you to customize the layout where you fill a user's details. Usually, while adding a user in Zoho CRM, you will be prompted to add basic information such as name, email address, role, profile, etc,. You can customize this default user ...
How do I change the email associated with a user's credentials?
To change the email associated with a user: Go to accounts.zoho.com. Add the new email address to the My Email Addresses section of the profile page and verify it. Once the email address is verified, set it as the primary email address and it will ...
Can I change Zoho Projects profile permissions for Zoho CRM users?
Yes, you can change the Zoho Projects profile permissions set for Zoho CRM users by following these steps: Click Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, under the Permissions for Zoho CRM Users section, ...