Page 19 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

See below for a sample role hierarchy:

CEO
Zylker

VP of Product VP of Shipping
VP of sales VP of Marketing
Engineering and Logistics

Marketing Marketing Project
Manager Lead Manager

Sales Logistics Project
Manager Asia Manger Asia Manager

Sales Quality Checker Shipping
Manager US Clerk

Data sharing settings

Manage default sharing rules and organization permissions. To further customize your settings, you
can add sharing rules, which will allow you to set up permissions between two roles, roles and

subordinates, and groups.

You can either click on individual modules to edit the default access permission or click

Edit All Default Permissions to collectively edit and save them.

For example,
A deal can be converted into an account or contact, the details have to be shared with the sales
manager and they have to approve the deal. This means that only the sales manager needs the

details of the deal. You can create a data sharing rule that the deals data shared by the sales
rep is accessible only to sales managers and not to other users.

Zoho CRM Resources 18