User Profiles
A profile is a collection of settings and permissions that defines how users with a particular profile access records, how they see their data, and what they can do within the application. For Salesforce CRM Group and Professional Edition, you can use the standard Salesforce CRM profiles but you can't create custom profiles. Still, it's important to understand profiles and how they work together with the organization-wide default settings and the role hierarchy.
The most important profiles include:
- System Administrator - Can configure and customize the application
- Standard User - Can run reports and create and edit records
- Read Only - Can run and export reports and view-but not edit-records
When you add users as you prepare to go live, you will assign one of these profiles to each user.
- For step-by-step instructions, see the " Adding New Users"online Help topic
- See also the Administrator Fundamentals - Profiles training segment.
