Creating Profile
To create a new profile
- Click Setup > Users & Permissions > Profiles.
- In the Profiles page, click Create Profile.
- In the New Profile page, do the following:
- Enter the Profile Name.
- Select an existing profile from the Clone Profile drop-down list.
The new profile will be cloned. Later you can modify the access control for the new profile. - Enter the Profile Description.
- Enter the Profile Name.
- Click Save. Once you have cloned the profile, you can make the changes to the various permissions.
Note
- You can create profiles only if you have more than one user in your CRM account.
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