CRM Help

Creating Roles

Create Roles

By default, the CEO and Manager roles are enabled for your Zoho CRM paid account. In addition, you can create different types of roles for users based on their position in your organization hierarchy and the type of your Zoho CRM Edition.

Note

  • A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user.
  • In the Free Edition, only the CEO role is available. You cannot create more roles.

To create new roles

  1. Click Setup > Users & Permissions > Roles.
  2. In the Roles page, click New Role.
  3. In the New Role page, do the following:
    • Enter the Role Name. Do not add a role with the same name.
    • Select the immediate superior's role from the Reports To lookup.
      If you do not select the superior's role, the new role will be created under the CEO role.
    • Select the Share Data with Peers check box if you would like to enable access rights to peers.
    • Specify the Description for the role.
  4. Click Save.

Note

  • You can create roles in the paid editions, only if you have more than one user in your Zoho CRM account.

Assign Roles to the Users

After creating roles, you can assign them to the users in your organization. A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user.

To assign roles to the users

  1. Click Setup > Users & Permissions > Users.
  2. In the Users page, click the <User Name>.
  3. In the User Details page, click Edit.
  4. Select the specific Role from the lookup box.
  5. Click Save.

Edit Roles

You can modify the user roles as per changes in your organizational hierarchy. As part of the modification of the roles, you can perform the following:

  • Rename the role
  • Change the Superior Role
  • Change the setting for sharing data with Peers

While changing the role names, all the data sharing rules will be updated automatically. So you don't need to calculate the data sharing rules or update the user details.

Note

  • A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user

To edit a Role

  1. Click Setup > Users & Permissions > Roles.
  2. In the Roles List, click the Role name.
  3. In the Role Details page, click Edit.
  4. In the Edit Role page, update the new properties for the role.
  5. Click Save.

Delete Roles

You cannot delete the existing roles without transferring the users to a new role.

To delete a Role

  1. Click Setup > Users & Permissions > Roles.
  2. In the Roles page, click the Role name.
  3. In the Role Details page, click Delete.
  4. In the Delete Role page, click on an existing Role to transfer the child-roles to the selected role.
  5. Click Transfer & Delete.
    Now the role and child-roles are transferred to the new role and a different organization hierarchy is created.  

FAQ

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

2. How to share data with colleagues (peers)?

3. Why am I unable to create roles and profiles?

Top