How to create Profiles?

To create Profiles follow the steps given below:

1. Go to CRM setting > User Management > Profiles
2. Click on " Add Profile " in the top right corner of the page.
   
   
   
   
3.  In the "Profile Name Field" provide the Profile Name. 
4. Enter the Description.

Defining permission on the Edit privilege of the profile.

         5. Go to the Edit Privilege section of this Profile.

         6. Choose a Module example Opportunities from the section of Edit Privilege of the Profile.

         7. You can give permission to the users to View, Create, Edit, Delete on all available modules by                Enable/Disable by clicking on the checkbox.

For example, if you do not want your Support team to Delete the records in the Opportunities module, you can Disable the Delete Checkbox, as a result, your Support team can able to Create, View, Edit the records, but cannot delete the records.

         8. To hide a specific module from the users, you'll need to disable the checkbox corresponding to that module.

How to Define permission on Fields and Tools in Profile?

It allows you to define the permissions of certain fields to access.

     9. Click on the drop-down button of "Field and Tool Privileges".
   10. Use the toggle button to define the Privileges for the desired Fields.

• The green colour represents "Write" Permission, it defines a User can be able to Edit and modify the value in the Fields
• The orange colour represents "Read-Only" permission, It defines a User who can only view but cannot make any modification to the Field value.
• The black colour represents "Invisible" permission, It means the field is completely hidden and not visible to the Users with this Profile.
  
  

  11. Click on the Save button

 How to Delete Profiles?

When you delete a Profile, you should transfer the roles to Profile to another profile.

1. Click on the ellipsis in the list view of the Profile. 
2. Select the Delete option to delete the Profile.
   
   
   
3. In the Delete Profile popup, Transfer the roles to Profile by selecting from the dropdown.
   
4. Click on the Save button.

How to Edit the Profiles?

1. Click on the ellipsis in the list view of the Profile.
2. Select the Edit option to edit the Profile.
   
   
   
3. On the Edit Profile page, Edit the Profile.
   
4. Click on the Save button.