Hi Team,
Need some clarifications on the User Setting Module.
I have an organisation chart which I have attached herewith. This chart will be incorporated within Zoho CRM as part of the implementation. Based on the role hierarchy, specific records should be accessible by the users.
Here the below users has to be created,
- Manager
- Sales Team Head
- Sales Rep 1
- Sales Rep 2
- Sales Rep 3
- Development Team Head
- Developer 1
- Developer 2
- Developer 3
The below access permissions has to be provided for the user roles.
Manager
The manager acts as an administrator where the user will have access to all the data irrespective of the role assigned to the user.
Sales Team Head
This role needs to see the entire history of information on the Sales rep's and requires having control over the sales reps. On the 'User Setting Module', I can only able to see the Users which comes under the sales team head. Here it is Salesperson 1, 2 and 3. For example, the sales team head should be able to activate/deactivate the Salesperson 1, 2 and 3. The role should not be able to activate/deactivate the Manager role.
Please let me know the possible solutions to achieve the mentioned functionality in ZOHO CRM.
Thanks in advance for your help.