Roles APIs

In Zoho CRM, Administrators assign roles to the users. Roles, such as Managers, Sales Reps, Supervisors, Product Management Staff, etc., denote the different levels of employees in a company. Use this API to retrieve information about various roles in Zoho CRM.

Get Roles

Purpose

To retrieve the details about roles in your organization.

Request Details

Request URL

https://www.zohoapis.com/crm/v2/settings/roles

To get a specific role:
https://www.zohoapis.com/crm/v2/settings/roles/{role_id}

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.roles.{operation_type}

Possible operation types

ALL - Full access to roles data
READ - Retrieve roles data

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v2/settings/roles"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
3.0.08.0
Copied//Get instance of RolesOperations Class
RolesOperations rolesOperations = new RolesOperations();
//Call getRoles method
APIResponse<ResponseHandler> response = rolesOperations.getRoles();
Copiedpackage com.zoho.crm.api.sample.restapi.roles;
import javax.net.ssl.SSLContext;
import org.apache.http.HttpEntity;
import org.apache.http.HttpResponse;
import org.apache.http.client.methods.HttpGet;
import org.apache.http.client.methods.HttpUriRequest;
import org.apache.http.client.utils.URIBuilder;
import org.apache.http.conn.ssl.NoopHostnameVerifier;
import org.apache.http.conn.ssl.SSLConnectionSocketFactory;
import org.apache.http.impl.client.CloseableHttpClient;
import org.apache.http.impl.client.HttpClientBuilder;
import org.apache.http.util.EntityUtils;
public class RolesAPIs 
{
	private static void getRoles()
	{
		try
		{
			HttpClientBuilder httpClientBuilder = HttpClientBuilder.create();
			SSLContext sslContext = SSLContext.getDefault();
			SSLConnectionSocketFactory sslConnectionSocketFactory = new SSLConnectionSocketFactory(sslContext, NoopHostnameVerifier.INSTANCE);
			CloseableHttpClient httpclient = httpClientBuilder.setSSLSocketFactory(sslConnectionSocketFactory).build();
			URIBuilder uriBuilder = new URIBuilder("https://www.zohoapis.com/crm/v2/settings/roles");
			HttpUriRequest requestObj = new HttpGet(uriBuilder.build());
			requestObj.addHeader("Authorization", "Zoho-oauthtoken 1000.xxxxxxx.xxxxxxx");
			HttpResponse response = httpclient.execute(requestObj);
			HttpEntity responseEntity = response.getEntity();
			System.out.println("HTTP Status Code : " + response.getStatusLine().getStatusCode());
			if(responseEntity != null)
			{
				Object responseObject = EntityUtils.toString(responseEntity);
				String responseString = responseObject.toString();
				System.out.println(responseString);
			}
		}
		catch(Exception ex)
		{
			ex.printStackTrace();
		}
	}
	private static void getRole()
	{
		try
		{
			HttpClientBuilder httpClientBuilder = HttpClientBuilder.create();
			SSLContext sslContext = SSLContext.getDefault();
			SSLConnectionSocketFactory sslConnectionSocketFactory = new SSLConnectionSocketFactory(sslContext, NoopHostnameVerifier.INSTANCE);
			CloseableHttpClient httpclient = httpClientBuilder.setSSLSocketFactory(sslConnectionSocketFactory).build();
			URIBuilder uriBuilder = new URIBuilder("https://www.zohoapis.com/crm/v2/settings/roles/34770610026008");
			HttpUriRequest requestObj = new HttpGet(uriBuilder.build());
			requestObj.addHeader("Authorization", "Zoho-oauthtoken 1000.xxxxxxx.xxxxxxx");
			HttpResponse response = httpclient.execute(requestObj);
			HttpEntity responseEntity = response.getEntity();
			System.out.println("HTTP Status Code : " + response.getStatusLine().getStatusCode());
			if(responseEntity != null)
			{
				Object responseObject = EntityUtils.toString(responseEntity);
				String responseString = responseObject.toString();
				System.out.println(responseString);
			}
		}
		catch(Exception ex)
		{
			ex.printStackTrace();
		}
	}
	public static void main(String[] args) 
	{
		getRoles();
		getRole();
	}
}
3.x.x7.x
Copied//Get instance of RolesOperations Class
$rolesOperations = new RolesOperations();		
//Call getRoles method
$response = $rolesOperations->getRoles();
Copied<?php
class GetRoles{
    public function execute(){
        $curl_pointer = curl_init();
        
        $curl_options = array();
        $url = "https://www.zohoapis.com/crm/v2/settings/roles";

        $curl_options[CURLOPT_URL] = $url;
        $curl_options[CURLOPT_RETURNTRANSFER] = true;
        $curl_options[CURLOPT_HEADER] = 1;
        $curl_options[CURLOPT_CUSTOMREQUEST] = "GET";
        $headersArray = array();
        $headersArray[]= "If-Modified-Since".":"."2020-10-12T17:59:50+05:30";
        $headersArray[] = "Authorization". ":" . "Zoho-oauthtoken " ."1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf";
        $curl_options[CURLOPT_HTTPHEADER]=$headersArray;
        
        curl_setopt_array($curl_pointer, $curl_options);
        
        $result = curl_exec($curl_pointer);
        $responseInfo = curl_getinfo($curl_pointer);
        curl_close($curl_pointer);
        list ($headers, $content) = explode("\r\n\r\n", $result, 2);
        if(strpos($headers," 100 Continue")!==false){
            list( $headers, $content) = explode( "\r\n\r\n", $content , 2);
        }
        $headerArray = (explode("\r\n", $headers, 50));
        $headerMap = array();
        foreach ($headerArray as $key) {
            if (strpos($key, ":") != false) {
                $firstHalf = substr($key, 0, strpos($key, ":"));
                $secondHalf = substr($key, strpos($key, ":") + 1);
                $headerMap[$firstHalf] = trim($secondHalf);
            }
        }
        $jsonResponse = json_decode($content, true);
        if ($jsonResponse == null && $responseInfo['http_code'] != 204) {
            list ($headers, $content) = explode("\r\n\r\n", $content, 2);
            $jsonResponse = json_decode($content, true);
        }
        var_dump($headerMap);
        var_dump($jsonResponse);
        var_dump($responseInfo['http_code']);
    }
}
(new GetRoles())->execute();
3.0.08.x
Copied//Get instance of RolesOperations Class
RolesOperations rolesOperations = new RolesOperations();
//Call GetRoles method
APIResponse<ResponseHandler> response = rolesOperations.GetRoles();
Copiedusing System;
using System.IO;
using System.Net;
namespace Com.Zoho.Crm.API.Sample.RestAPI.Roles
{
    public class RolesAPIs
    {
        public static void GetRoles()
        {
            HttpWebRequest request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/settings/roles");
            request.Method = "GET";
            request.Headers["Authorization"] = "Zoho-oauthtoken 1000.abfeXXXXXXXXXXX2asw.XXXXXXXXXXXXXXXXXXsdc2";
            request.KeepAlive = true;
            HttpWebResponse response;
            try
            {
                response = (HttpWebResponse)request.GetResponse();
            }
            catch (WebException e)
            {
                if (e.Response == null) { throw; }
                response = (HttpWebResponse)e.Response;
            }
            HttpWebResponse responseEntity = response;
            Console.WriteLine("HTTP Status Code : " + (int)response.StatusCode);
            string responsestring = new StreamReader(responseEntity.GetResponseStream()).ReadToEnd();
            responseEntity.Close();
            Console.WriteLine(responsestring);
        }
        public static void GetRole()
        {
            HttpWebRequest request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/settings/roles/347706126008");
            request.Method = "GET";
            request.Headers["Authorization"] = "Zoho-oauthtoken 1000.abfeXXXXXXXXXXX2asw.XXXXXXXXXXXXXXXXXXsdc2";
            request.KeepAlive = true;
            HttpWebResponse response;
            try
            {
                response = (HttpWebResponse)request.GetResponse();
            }
            catch (WebException e)
            {
                if (e.Response == null) { throw; }
                response = (HttpWebResponse)e.Response;
            }
            HttpWebResponse responseEntity = response;
            Console.WriteLine("HTTP Status Code : " + (int)response.StatusCode);
            string responsestring = new StreamReader(responseEntity.GetResponseStream()).ReadToEnd();
            responseEntity.Close();
            Console.WriteLine(responsestring);
        }
    }
}
3.0.03.x.x
Copied# Get instance of RolesOperations Class
roles_operations = RolesOperations()
# Call getRoles method
response = roles_operations.get_roles()

# Get instance of RolesOperations Class
roles_operations = RolesOperations()
# Call get_role method that takes role_id as parameter
response = roles_operations.get_role(role_id)
Copieddef get_roles():
    import requests

    url = 'https://www.zohoapis.com/crm/v2/settings/roles'

    headers = {
        'Authorization': 'Zoho-oauthtoken 1000.04be928e4a96XXXXXXXXXXXXX68.0b9eXXXXXXXXXXXX60396e268',
    }

    response = requests.get(url=url, headers=headers)

    if response is not None:
        print("HTTP Status Code : " + str(response.status_code))

        print(response.json())

get_roles()


def get_role():
    import requests

    url = 'https://www.zohoapis.com/crm/v2/settings/roles/3409643000000026008'

    headers = {
        'Authorization': 'Zoho-oauthtoken 1000.04be928e4a96XXXXXXXXXXXXX68.0b9eXXXXXXXXXXXX60396e268',
    }

    response = requests.get(url=url, headers=headers)

    if response is not None:
        print("HTTP Status Code : " + str(response.status_code))

        print(response.json())

get_role()
1.0.010.x
Copied//Get instance of RolesOperations Class
let rolesOperations = new RolesOperations();
//Call getRoles method
let response = await rolesOperations.getRoles();
Copiedasync function getRoles() {
    const got = require("got");

    let url = 'https://www.zohoapis.com/crm/v2/settings/roles'

    let headers = {
        Authorization : "Zoho-oauthtoken 1000.354df3680XXXXXXXXXXXXX3.aae0efXXXXXXXXXXXXXXXXXX9"
    }

    let requestDetails = {
        method : "GET",
        headers : headers,
        throwHttpErrors : false
    }
    
    let response = await got(url, requestDetails)
    
    if(response != null) {
        console.log(response.statusCode);
        console.log(response.body);
    }
}
getRoles()

async function getRole() {
    const got = require("got");

    let url = 'https://www.zohoapis.com/crm/v2/settings/roles/3409643000000026008'

    let headers = {
        Authorization : "Zoho-oauthtoken 1000.354df3680XXXXXXXXXXXXX3.aae0efXXXXXXXXXXXXXXXXXX9"
    }

    let requestDetails = {
        method : "GET",
        headers : headers,
        throwHttpErrors : false
    }
    
    let response = await got(url, requestDetails)
    
    if(response != null) {
        console.log(response.statusCode);
        console.log(response.body);
    }
}
getRole()
2.02.x.x
Copied# Get instance of RolesOperations Class
rlo = Roles::RolesOperations.new
# Call getRoles method
response = rlo.get_roles

# Get instance of RolesOperations Class
rlo = Roles::RolesOperations.new
# Call get_role method that takes role_id as parameter
response = rlo.get_role(role_id)
Copiedclass GetRoles

    def execute
      
        url = "https://www.zohoapis.com/crm/v2/settings/roles"
        url = URI(url)
        req = Net::HTTP::Get.new(url.request_uri)
        http = Net::HTTP.new(url.host, url.port)
        http.use_ssl = true
        headers={}
        headers["Authorization"]="Zoho-oauthtoken 1000.50XXXXXXXXX&77e3a.44XXXXXXXXX8353"
        headers["If-Modified-Since"]="2020-05-15T12:00:00+05:30";
        headers&.each { |key, value| req.add_field(key, value) }
        response=http.request(req)
        status_code = response.code.to_i
        headers = response.each_header.to_h
        print status_code
        print headers
        unless response.body.nil?
            print  response.body
        end
    end
end
GetRoles.new.execute
1.0.0ES6
Copied//Get instance of RolesOperations Class
let rolesOperations = new ZCRM.Role.Operations();
//Call getRoles method
let response = await rolesOperations.getRoles();
Copiedvar listener = 0;
class RolesAPIs {

	async getRoles() {
		var url = "https://www.zohoapis.com/crm/v2/settings/roles"
        var parameters = new Map()
        var headers = new Map()
        var token = {
            clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
            redirectUrl:"http://127.0.0.1:5500/redirect.html",
            scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
        }
        var accesstoken = await new RolesAPIs().getToken(token)
        headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
        var requestMethod = "GET"
        var reqBody = null
        var params = "";
        parameters.forEach(function(value, key) {
            if (parameters.has(key)) {
                if (params) {
                    params = params + key + '=' + value + '&';
                }
                else {
                    params = key + '=' + value + '&';
                }
            }
        });
        var apiHeaders = {};
        if(headers) {
            headers.forEach(function(value, key) {
                apiHeaders[key] = value;
            });
        }
        if (params.length > 0){
            url = url + '?' + params.substring(0, params.length - 1);
        }
        var requestObj = {
            uri : url,
            method : requestMethod,
            headers : apiHeaders,
            body : JSON.stringify(reqBody),
            encoding: "utf8",
            allowGetBody : true,
			throwHttpErrors : false
        };
        var result = await new RolesAPIs().makeAPICall(requestObj);
        console.log(result.status)
        console.log(result.response)
    }

	async getRole()	{
		var url = "https://www.zohoapis.com/crm/v2/settings/roles/34770626008"
        var parameters = new Map()
        var headers = new Map()
        var token = {
            clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
            redirectUrl:"http://127.0.0.1:5500/redirect.html",
            scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
        }
        var accesstoken = await new RolesAPIs().getToken(token)
        headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
        var requestMethod = "GET"
        var reqBody = null
        var params = "";
        parameters.forEach(function(value, key) {
            if (parameters.has(key)) {
                if (params) {
                    params = params + key + '=' + value + '&';
                }
                else {
                    params = key + '=' + value + '&';
                }
            }
        });
        var apiHeaders = {};
        if(headers) {
            headers.forEach(function(value, key) {
                apiHeaders[key] = value;
            });
        }
        if (params.length > 0){
            url = url + '?' + params.substring(0, params.length - 1);
        }
        var requestObj = {
            uri : url,
            method : requestMethod,
            headers : apiHeaders,
            body : JSON.stringify(reqBody),
            encoding: "utf8",
            allowGetBody : true,
			throwHttpErrors : false
        };
        var result = await new RolesAPIs().makeAPICall(requestObj);
        console.log(result.status)
        console.log(result.response)
	}

    async getToken(token) {

        if(listener == 0) {

            window.addEventListener("storage", function(reponse) {
                if(reponse.key === "access_token" && (reponse.oldValue != reponse.newValue || reponse.oldValue == null)){
                    location.reload();
                }
                if(reponse.key === "access_token"){

                    sessionStorage.removeItem("__auth_process");
                }
            }, false);
            listener = 1;
            if(sessionStorage.getItem("__auth_process")) {
                sessionStorage.removeItem("__auth_process");
            }
        }
        ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
            var isKeyExists = localStorage.hasOwnProperty(k);
            if(isKeyExists) {
                sessionStorage.setItem(k, localStorage[k]);
            }
            localStorage.removeItem(k);
        });
        var valueInStore = sessionStorage.getItem("access_token");
        var tokenInit = sessionStorage.getItem("__token_init");
        if(tokenInit != null && valueInStore != null && Date.now() >= parseInt(tokenInit) + 59 * 60 * 1000){ // check after 59th minute
            valueInStore = null;
            sessionStorage.removeItem("access_token");
        }

        var auth_process = sessionStorage.getItem("__auth_process");
        if ((valueInStore == null && auth_process == null) || (valueInStore == 'undefined' && (auth_process == null || auth_process == "true"))) {
            var accountsUrl = "https://accounts.zoho.com/oauth/v2/auth"
            var clientId;
            var scope;
            var redirectUrl;
            if(token != null) {
                clientId = token.clientId;
                scope = token.scope;
                redirectUrl = token.redirectUrl;
            }

            var fullGrant = sessionStorage.getItem("full_grant");
            var grantedForSession = sessionStorage.getItem("granted_for_session");
            if(sessionStorage.getItem("__token_init") != null && ((fullGrant != null && "true" == full_grant) || (grantedForSession != null && "true" == grantedForSession))) {
                accountsUrl += '/refresh';
            }
            if (clientId && scope) {
                sessionStorage.setItem("__token_init", Date.now());
                sessionStorage.removeItem("access_token");
                sessionStorage.setItem("__auth_process", "true");
                window.open(accountsUrl + "?" + "scope" + "=" + scope + "&"+ "client_id" +"=" + clientId + "&response_type=token&state=zohocrmclient&redirect_uri=" + redirectUrl);
                ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
                    var isKeyExists = localStorage.hasOwnProperty(k);
                    if(isKeyExists){
                        sessionStorage.setItem(k, localStorage[k]);
                    }
                    localStorage.removeItem(k);
                });
                valueInStore = sessionStorage.getItem("access_token");
            }
        }
        if(token != null && valueInStore != 'undefined'){
            token.accessToken = valueInStore;
        }
        return token.accessToken;
    }

    async makeAPICall(requestDetails) {
        return new Promise(function (resolve, reject) {
            var body, xhr, i;
            body = requestDetails.body || null;
            xhr = new XMLHttpRequest();
            xhr.withCredentials = true;
            xhr.open(requestDetails.method, requestDetails.uri, true);
            for (i in requestDetails.headers) {
                xhr.setRequestHeader(i, requestDetails.headers[i]);
            }
            xhr.send(body);
            xhr.onreadystatechange = function() {
                if(xhr.readyState == 4) {
                    resolve(xhr);
                }
            }
        })
    }
}
Copiedresponse = invokeurl
[
	url: "https://www.zohoapis.com/crm/v2/settings/roles"
	type: GET
	connection:"crm_oauth_connection"
];
info response;

Response JSON Keys

  • display_labelstring

    Represents the display name of the current role.

  • share_with_peersboolean

    Represents if the users with the current role have the permission to share records.
    Possible Values -true: The users with the current role can share records with other users.
    false: The users with the current role cannot share records with other users.

  • namestring

    Represents the name of the current role.

  • descriptionstring

    Represents the description of the role, if any.

  • idstring

    Represents the unique ID of the role.

  • reporting_toJSON object

    Represents the name and ID of the roles which are higher to the current role in the role hierarchy.

  • admin_userboolean

    Represents if the role can be mapped to an admin user.
    Possible Values -true: The role can be mapped to an admin user.
    false: The role cannot be mapped to an admin user.

Possible Errors

  • INVALID_URL_PATTERNHTTP 404

    Please check if the URL trying to access is a correct one
    Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to request URL section above.

  • OAUTH_SCOPE_MISMATCHHTTP 401

    Unauthorized
    Resolution: Client does not have ZohoCRM.settings.roles.READ scope. Create a new client with valid scope. Refer to scope section above.

  • NO_PERMISSIONHTTP 403

    Permission denied to read
    Resolution: The user does not have permission to read roles data. Contact your system administrator.

  • INTERNAL_ERRORHTTP 500

    Internal Server Error
    Resolution: Unexpected and unhandled exception in Server. Contact support team.

  • INVALID_REQUEST_METHODHTTP 400

    The http request method type is not a valid one
    Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above.

  • AUTHORIZATION_FAILEDHTTP 400

    User does not have sufficient privilege to read roles
    Resolution: The user does not have the permission to retrieve roles data. Contact your system administrator.

Sample Response

Copied{
    "roles": [
        {
            "display_label": "CEO",
            "forecast_manager": {
                "name": "Patricia Boyle",
                "id": "4150868000000225013"
            },
            "share_with_peers": true,
            "name": "CEO",
            "description": "Users with this role have access to the data owned by all other users.",
            "id": "4150868000000026005",
            "reporting_to": null,
            "admin_user": true
        },
        {
            "display_label": "Manager",
            "forecast_manager": null,
            "share_with_peers": false,
            "name": "Manager",
            "description": "Users belonging to this role cannot see data for admin users.",
            "id": "4150868000000026008",
            "reporting_to": {
                "name": "Sales department Head",
                "id": "4150868000000231921"
            },
            "admin_user": false
        },
        {
            "display_label": "Sales rep",
            "forecast_manager": null,
            "share_with_peers": true,
            "name": "Sales rep",
            "description": "Lowest in the heirarchy",
            "id": "4150868000000231917",
            "reporting_to": {
                "name": "Manager",
                "id": "4150868000000026008"
            },
            "admin_user": false
        },
        {
            "display_label": "Sales department Head",
            "forecast_manager": null,
            "share_with_peers": true,
            "name": "Sales department Head",
            "description": "Sales department head",
            "id": "4150868000000231921",
            "reporting_to": {
                "name": "CEO",
                "id": "4150868000000026005"
            },
            "admin_user": false
        }
    ]
}