Layouts and Roles

Layouts and Roles

Good afternoon,

I've created 3 different Layouts for Leads (outside of the Standard view, which we aren't using) - we'll name them 1, 2 and 3 for simplicity.

We also have Roles assigned to Users, again we'll name them 1, 2 and 3.

What I'm wanting to achieve, is if a User with Role 1 views a Lead then they see Layout 1.  If Role 2 views, then Layout 2 is shown etc etc

I have added Layout Assignment to restrict each Role to a single Layout and set it as default, but they always see the Layout as the last it was set to, regardless of which user has viewed.

For example, I'm Role 1 and view the Lead as Layout 1.  When Role 3 goes to view it should show as Layout 3 as this is all they have access to, but instead they're seeing it as Layout 1 which includes information they shouldn't have access to.

Am I missing something simple here, surely this can be achieved?


Kind Regards,

Zayd


      • Sticky Posts

      • Enrich your CRM data and keep them updated

        You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing

      • Zoho CRM Digest - February 2024

        We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity

      • Canvas templates can now be shared with different CRM organizations

        ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help

      • Introducing Zia Presentation in Zoho CRM

        ----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the

      • Blueprint enhancements - Parallel and multiple transitions, and more

        Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all