What is a Profile?

What is a Profile?

Profile function controls the permission to modules, records and various utilities, such as import, export, send email, mass update etc.

Support Reps associated to the profile can access the functions that are assigned to them.

For more info, refer the link.

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    • How do I restrict mail sending option to a Support Rep?

      You can setup a new Profile by restricting mail sending option and associate the Profile to Support Reps. To create Profile, Goto Setup > Admin Settings > Profiles >Add new profile >and un-check the Mail Send option and Save the Profile. Goto Setup > ...

    • How do I restrict Delete Permission for Support Agents?

      You can restrict Delete Permission by setting the Profiles under Setup > Admin Settings > Profiles. You can either edit the default Standard Profile or add a new Profile and un-check Delete options for the modules and save the Profile. Now, associate ...

    • How can I restrict customize permission for Support Agent?

      You can restrict this at Profiles. Goto Setup >Admin Settings >Profiles Edit the standard profile or create a new profile and un-check the option Customize Zoho Support under Admin Options. Associate this Profile to the Support Agent (Setup >Admin ...

    • Can I restrict an agent from deleting Requests?

      Yes, you can restrict certain agents from deleting the requests by setting up permissions in the respective agents profiles. Please goto Setup >> Admin Settings >> Profiles. In the Profile setting page, edit the profile and uncheck the Delete ...

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      To hide tabs for Support Reps, you have to first create a New Profile or Edit the Standard Profile under Setup > Admin Settings > Profiles and remove the tabs that are not required. Now associate this Profile to a Support Agent. Goto Setup > Admin ...