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?
Are there separate Create and Edit options in Profiles?
What is a profile?
Who can set up profiles?
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?

How do I define the permissions of a profile?

Follow these steps to define profile permissions:
  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.
  6. Enter the profile name and description.
  7. Go to the Edit privileges of this profile section.
  8. Choose an app (Inventory, Sales, etc.) from the Edit privileges of the profile section and click the downward arrow. 
  9. Choose a module. Enable or disable the checkbox for View, Create, Edit, or Delete to provide or revoke respective permissions for the module.
  10. Click the downward arrow on a module. All the fields in the module are shown in the Fields section.
  11. Move the toggle button beside a field to the left to make it invisible, center to make it read-only, or right to make it writable. Black color represents invisible, Orange represents read-only, and Green represents writable.
    • Note: You cannot change permissions for mandatory fields.
  12. Scroll down to the Tools section. Enable the checkbox to provide access to a tool. Disable it otherwise.
  13. Click Save.
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