What will be the roles and profiles of the users that I import?

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• I'm unable to create Roles & Profiles

  Please make sure you have added two or more Support Agents in your organization account. Goto Setup > Admin Settings > Support reps >add another rep, so that options like Roles, Profiles, Groups show ups automatically.

• Can I import solution from other source?

  Yes, you can import solution using .csv or .xls format. For more refer Import Solutions.

• What will be the role of the Zoho CRM users in Zoho Projects?

  Article answer 468

• Why am I not able to add New Profiles in Free Edition?

  Free Edition does not allow to add More Profiles. You have to upgrade to Professional or Enterprise edition to add more Profiles and associate them to the Support Agent. To upgrade, please refer Pricing.

• How do I import records and assign it to other users in my organization?

  Article answer 151