What is the difference between Role and Profile?
In CRM, Role defines a position of user(s) within the organizational-wide hierarchy. It can be used to provide or restrict access to the CRM data. Whereas Profile defines
the set of permissions to access the features in the CRM.
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Change the User Role
To change the user role: Click on the "Settings". In the "Agents" section, hover over the user you wish to edit and click on the "pencil icon" to edit. Or click the Agent’s name and from their page, click Edit at the top right corner. Select your ...
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 ...
Creating Profile
While creating a profile, first you have to associate the existing profile to the new profile and later you can change the modules and field-level access control. The table below provides information on the default profiles and the additional ...
Modify Profile Permissions
By default, users with Administrator or Standard profile can access this feature. The Administrator needs to provide profile permissions for other users based on which they can access this feature. As mentioned above, documents and their folders have ...
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 ...