In Zoho Creator, you can set up the organization-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.
- This feature is available only for new accounts created after April 2014. We are currently working on migrating the old accounts to support this feature. Note that migration is taking place on request basis. Please contact firstname.lastname@example.org for any clarifications.
- Users with a CEO role have access to the entire database within your organization.
- Managers in the role hierarchy cannot view or edit their subordinates' records if they do not have 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 sub-ordinates' 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.