By default, the CEO and Manager roles are enabled for your Zoho CRM paid account. In addition, you can create different types of roles for users based on their position in your organization hierarchy and the type of your Zoho CRM Edition.
To create new roles
After creating roles, you can assign them to the users in your organization. A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user.
To assign roles to the users
You can modify the user roles as per changes in your organization's hierarchy. As part of the modification of the roles, you can perform the following:
While changing the role names, all the data sharing rules will be updated automatically. So you don't need to calculate the data sharing rules or update the user details.
To edit a Role
You cannot delete the existing roles without transferring the users to a new role.
To delete a Role
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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Make the most of Zoho CRM with these useful tips.