Associating Users with Profile

Associating Users with Profile

You can associate the profile with the users so that they can access CRM modules and fields that are assigned to them. Users with System Administrator privileges can associate a profile with users.

To associate users with a profile

  1. Click Setup > Users & Permissions > Users.
  2. In the Users page, click the <User Name>.
  3. In the User Details page, click Edit.
  4. In the User Details page, select the Profile from the pick list.
  5. Click Save.

Deleting Profiles

When organizing your CRM account, you may delete some of the unwanted profiles after assigning the users to the other profiles. Before deleting a particular profile, Users associated to that profile must be transferred to other existing profiles. You can delete all the profiles except "System Administrator" and "Standard User" profiles.

To delete a profile

  1. Click Setup > Users & Permissions > Profiles.
  2. In the Profiles page, click the Del link for the specific profile.
  3. In the Delete Profile page, transfer the existing users to the new profile.

  4. Click Transfer & Delete.
    The profile will be permanently deleted.

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