Understand roles and role hierarchy

Understand roles and role hierarchy

This feature helps you create different types of roles for users based on their position in your organization hierarchy. After creating roles, you can assign them to the users in your organization. You can also modify the user roles according to the changes in your organizational hierarchy. Based on the role assigned to them, a user will be able to view the data of their subordinates but not their superiors. A user with Administrator permission will have access to all data, irrespective of the role assigned to the user. The Share Data with Peers option enables access rights to peers. Role hierarchy helps you overwrite the role assigned to the particular user for a specific module of the application.

Note: The Role hierarchy feature will not be applicable for the integrations forms. This implies that anyone who has access to integration report will have access to all the data irrespective of their role.

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