Improved record access with the Default Access Level feature

Improved record access with the Default Access Level feature

Greetings,
​
I hope you're all doing well. We're excited to introduce Default Access Levels, which enable you to grant access to your peers' records when necessary.
​
What problem does it solve?
Organizations typically have hierarchies wherein higher-level users can access more data, while lower-level users are limited to their own records. This ensures security but can impede teamwork when peers can't access each other's records.

For example, a sales rep might need to check their teammate's record to follow up on a shared client. Standard permissions will stop them from doing so and cause delays. With the Default Access Level feature, the rep can view their peer's records with the right permissions.

How to get started with this feature
Users with admin permissions can access module-level settings to configure the Default Access Level feature and set access levels for others based on the available options.
​
There are four levels of access that can be granted, as shown in the image below.
​
Who can access this enhancement/feature?
The feature is available only to administrator-type users and is included in all editions, including trial versions.

To learn more about this feature, please refer to this help document.

That's all for this enhancement. We sincerely hope you find this improvement useful. Please give it a try and leave your feedback in the comments section below. Watch this space for future announcements.
​
Thanks and have a good day! 




        • Recent Topics

        • Leverage the power of Zia (AI) to create Marketing Projects in Zoho Marketing Plus

          Hey everyone, Zoho's advanced AI assistant, Zia, now works with OpenAI to offer personalized marketing activity suggestions for your marketing projects in Brand Studio. With information such as your campaign's objective, duration, marketing channel types,

        • Use Zoho Flow to Supercharge your Zoho FSM Integrations

          We are thrilled to announce that Zoho FSM is now included in Zoho Flow - Zoho’s powerful no-code integration platform. With this, you can connect Zoho FSM with your most-used applications—without requiring technical expertise. What does this offer? Zoho

        • Zoho Flow triggers not working

          Hi , I have set up a flow which triggers when a new record is created in a Zoho Creator app. This flow works great when I initiate the flow with  "test and debug". However the flow does not trigger in live mode.  I have tested all the connections used

        • Can you sync your Apple Calendar with Bigin Activities/calendar?

          I've searched everything I can find and nothing is coming up... I've got a number of things in my calendar for the future, and it would be easiest if I can sync between them to update my availability for my booking page (also syncing the other way would

        • How to track salesiq on google analytics without GTM

          Hello! We had to move the installation of the SalesIQ widget from GTM to directly do it in our wordpress site. The SalesIQ widget was being blocked by Adblockers which caused a lot of our visitors to not be able to see it. This issue was fixed from deleting

        • Custom Module Count

          We are on Zoho One. CRM says that the three modules which support Zoho Sign integration are "custom modules." Do these count against the 200 custom modules permitted by the One access to "enterprise-level" CRM features?

        • Marketer's Space: Bookmarks by Zoho Campaigns

          Hello Marketers, In this week's Marketer's Space, we'll look at a simple yet powerful feature that makes a big difference in your workflow: Bookmarks. Bookmarks is a built-in feature in Zoho Campaigns that enables you to create a personalized library

        • I need a custom AI Chatbot to be integrated with ChatGPT to Handle Customers inquiries

          I need a custom AI Chatbot to be integrated with ChatGPT to handle Customer inquiries, and save the data to Zoho CRM as a Leads, Also to schedule a demo with clients and more options

        • User Management > Agents request

          I have a few suggestions for the Agent page: 1) Please add a way to filter Full agents. The list currently shows Light agents as an option but sometimes it would be helpful to view only the full agent licenses or non-light agent. 2) Add the ability to

        • Mandate Assessments in Zoho Recruit's Candidate Application Form

          We're excited to announce the Include Assessment option for the Candidate Application Form, which lets you display the pre-screening assessment associated with the job opening along with the application form fields. This ensures that every candidate applying

        • Sending an email from contacts does not display the recipient's name correctly

          When I select a contact or group of contacts and then click the envelope to send mail, the contacts are added to the To section of a new email. Unfortunately, their First and last names are not displayed. The part of the email address before the @ sign

        • Writing SQL Queries - After Comma Auto Suggesting Column

          When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

        • Stop adding Default ID column to xls exports

          When anything is exported to xls, Zoho adds a column with an ID. WE DO NOT WANT THIS COLUMN. We use an automated report to a team. We have our own tracking number. 1. This makes the report messy, it just pushes OUR data off to the right. 2. We have to

        • communication distribution

          Hello community! Request for help - how to resolve the issue of subscribing to specific content. I use ZOHO CRM and ZOHO CAMPAIGNS to send email communications to my customers. I only purchased ZOHO CAMPAIGNS after using the CRM for some time and I have

        • Truesync for Linux

          Is Truesync available on linux ?

        • Web access blocked

          Hello, My account (chris@thewebprojects.com) has been blocked due to security reasons. Please see attached. Can you kindly please help me. Thank you in advanced

        • How to determine ZohoCreator organization ID

          I am trying to setup an API to interface with my ZohoCreator app by following the self-client credential flow here https://www.zoho.com/accounts/protocol/oauth/self-client/client-credentials-flow.html However, it requires me to input my organization ID.

        • Autofill Zoho form with Zoho campaign data

          Hello, I send campaigns and we have set a button called "Demo" in that campaign. This button leads to a form. Since we have the data in Zoho Campaign, would it be possible that some fields of the form (first+last name, email, company) are automatically filled when our readers click on this button? If yes, how could I do that? Thanks Aurélie Leyendecker

        • Need to be Amount Adjusted with same Group Comany

          Dear Sir/ Madam, Good Day, Example wise i write my quire Below A B C & D E F Bothe are Same Group Companies We Paid 50000 AED to ABC Company but we received Invoice 48000 AED worth of material Balance 2000 AED invoice i received from D E F. I Need to

        • Transfer between 2 accounts in forein currency

          Hello, While abroad, I have exchanged some money in a money exchange service from a foreign currency (MYR) to another foreign currency (USD) without passing through my base currency (CHF). How do I record this transaction in Zoho Books? When I try to

        • Zoho Books Webhook in Custom Module doesn't work

          I have a custom module "Purchase Request" in Zoho Books in which we're trying to convert status of the PRs to Draft and Pending Approval. We've explored different applications and custom functions but found that the status is not "writable". However,

        • Issue with Missing Scope for Creating Service Report via Zoho FSM API

          Hello @Latha Velu , I am currently working on creating a connection to create a Service Report in Zoho FSM using the API. However, while configuring the required scopes, I noticed that the scope ZohoFSM.modules.ServiceReports.CREATE which

        • Imap Support?

          Does Zoho Books support IMAP? I have enabled outlook integration from settings in Zoho Books Yet the emails I send from Zoho Books for example if I email a purchase order or an invoice I dont see them in it in my sent box in outlook Is there a problem

        • ADDING FUEL SURCHARGE & HST

          Hello I need to invoice the customer showing both Fuel Surcharge & ON HST separately. The FSC should be 20% of the subtotal. The HST should be applied to sum of Subtotal + FSC So it should be like: SUBTOTAL: 100.00 FSC (20%): 20.00 HST (13%): $15.60 How

        • Zoho Project API search?

          Good day, i would like to search our entire portal for a task using the API. We have over 20k tasks so I dont to search for all tasks and then do a for each as it would take way to long and also would need to go over the limit of 200 records per query.

        • Handling Deposits to Vendors and how to book this

          Our scenario: 1. We rent equipment from a renting company for a project (Vendor "Eurorent") 2. We receive an order confirmation with a request to pay a deposit of € 1500. (this is not a Bill) 3. We pay a deposit of € 1500 for the equipment. 4. After using

        • Tip of the Week #61– 5 easy ways to declutter your inbox!

          Managing a shared inbox is easier than you think. With the right tools and a smart approach, your team can stay on top of every conversation, collaborate more effectively, and deliver timely responses without any unnecessary back-and-forth. Here are 5

        • Vertical Solution Zoho One

          Hello, is it possible to create a vertical solution for Zoho One? Just like it is possible for Zoho CRM?

        • Multiple workspaces with in Bigin CRM

          As a freelancer working as a sales representative for two companies, each with its own email address, I would like to know if it’s possible to have two separate workspaces in Bigin. This way, I could manage each company and its contacts independently,

        • Allowing subqueries in FROM clause

          When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement.  Why isn't this currently supported?  Is there a plan to implement this functionality in the future?

        • CRM for Everyone - More Actions Option to Create Record

          Please consider the option create a new record for the module from the More Actions menu. I know there is an "Add New" icon further down the menu to create a record for any module, but this just seems more intuitive and could reduce the need for the "Add

        • Zoho books partners: Transferwise, Resolut

          Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated?  I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks

        • Getting oauth errors on bigin

          Hi Support, I'm getting oauth errors on bigin even though it works fine with CRM. I created a self client which will add contacts. I gave every permission you could and it still didn't work. What should I do. I might just switch to the standard CRM since

        • Assessment Field in Custom View

          Zoho recruit finally added the ability to filter Job Applications by Assessment Answers This is a very valuable addition to the Recruit But this is currently missing from the custom view This should be added to the custom view as well

        • Name Change and Delete Email ID and Alias

          Hello please i require urgent assistance, 1.) I would also like to change the name that appears when people receive my emails. I have an info@spacetraiders.com but when people receive my email its say Ronma Adedeji instead of either Info or Space Traiders..

        • Feature Requests and enhancements: Subform

          By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. T

        • Unapplied AP Credits not showing up on AP Detail Aging

          I am new to using Zoho Books. I was reconciling some accounts and found differences from the GL balance and AP Aging and it came down to unapplied vendor credits. Is there an option to include that on the report, so I can pull a matching AP Aging to the

        • Add Entry and Subform Record from Deluge Scripts

          Hi all,  I would like to know how do I add a new entry and also subform records from a deluge scripts.  I can use the insert into to add a new entry to a form, but how do i insert a collection into the subform of the entry? I am using a deluge script

        • Finding draft ticket replies

          Is there a way to see all tickets which have draft replies?

        • How to apply a tag to a ticket based on the to email address?

          I need to assign a tag to a ticket if the ticket was sent to a specific email address. For example, we have the email accounting[at]company.com forwarding into Zoho Desk. We would like all emails that were sent to this address to be tagged with an Accounting

        • Next Page