Page 18 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Roles

Create roles and assign them to users to set up the organization-wide hierarchy.
This helps you share the CRM data users need to access.

To create or edit roles in Zoho CRM.

1. Go to Setup > Users and Control > Security Control.

2. In the Roles page, click New Role.

3. Enter the role name, report to, and description fields. You can also choose to

enable or disable the option to share data with peers.

4. Click Save. The new role will now appear in the organizational hierarchy.

Profiles Roles Data Sharing Settings Zoho Mail Add-on Users

Roles

This page will allow you to define how you share CRM data among users based on your organization’s role hierarchy. for more information, refer to online help.
2
New R Expand All Collapse All
New Roleole

Zylker
CEO
Manager
Head - SalesNew Role
This page will allow you to create a new role based on your organizational hierarchy. create a new role and associate it with a higher role.
Sales Rep_1 3
Role Name Product Manager
Product Manager
Sales Rep_2
Reports To
Head - Product
Sales Rep_3 Head - Product
Head - Product Share Data with Peers
Description
Leads the product management team
Head - Marketing Leads the product management team
4
Save
Save Cancel

Sample role hierarchy in an organization

Though most organizations have a similar hierarchy, you may also wish to customize your hierarchy

by adding additional levels.

Zoho CRM Resources 17