FAQs in this section
What is the relationship between roles and profiles?
Why am I getting the Permission Denied error when I try to approve a record?
How do I add a profile?
Can I create a role with out selecting a profile?
How to enable or disable import and export permissions of a profile?
How do I see which role a profile is related to?
What is a profile?
Who can set up profiles?
How do I define the permissions of a profile?
How do I link a role to a profile?
Can I define field-level permissions for a profile?
How do I delete a profile?
How do I associate a profile with a user?
Do field-level permissions in a profile apply to every module?
How are profile permissions different from Sharing Rules?

Are there separate Create and Edit options in Profiles?

Yes, there are separate Create and Edit Options in Profiles.
Follow these steps to create a profile:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Profiles.
  5. Click the +Add Profile button.

Follow these steps to create a profile:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Profiles.
  5. Hover on a profile and click the Edit icon.
To learn more about adding or editing a profile, click here.
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