Role Management - An Introduction

Role Management - An Introduction

Role Management - An Introduction

In the CRM, you can set up the organisation-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Sales Manager can access all the Sales Reps' records whereas Sales Reps can access only their records. 
Key Features 
  • Users with a  CEO role  have access to the entire database within your organisation. 
  • Managers in the role hierarchy cannot view or edit their subordinates' records if they do not have the "Read" or "Edit" permissions for the type of record. 
  • Users at a higher role can access other users’ data below their hierarchy. For example: a Sales Manager can access his/her subordinates' data. 
  • By default, users of the same role cannot access each others data. For example, the VP Engineering cannot access the VP Marketing data and vice versa though they are of the same hierarchy. 
  • By default, users at the top of the hierarchy cannot view the data shared to their subordinate users through custom sharing rules. However, you can enable access rights to the managers by using the Superiors Allowed  option while creating data sharing rule. 
  • Using the  Share Data with Peers  option you can enable sharing of data among users of the same role. 
  • One must have read/write access to the primary record to add Notes, attachments or send email to it. 

Availability
Permission Required 
Users with the Manage Roles permission in profile can access this feature. 
Note 
You can create roles only if you have  more than one user  in your CRM account.

Sample Organisational Hierarchy

Model of the Organisational Hierarchy 

Zoho CRM - Sample Role Hierarchy


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