Data Sharing issue: Shared user information outside of defined roles

Hi Zoho team & community,

We've encountered a particular issue that I'm hoping you might be able to help us with.

The context:

Our organisation consists of multiple units that should not have access nor see each others information in Zoho CRM. To achieve this we're using a role based data-sharing setup, that ensures all information is only visible to members of a role.
This setup works perfectly well in all CRM modules, with one strange exception: Meetings.

The issue:

When creating a meeting (either in a contact/customer, within a deal, or elsewhere) the data-sharing restrictions work perfectly fine as far as selecting participating contacts are concerned. However, as soon as we want to add internal users to the meeting, the dropdown contains all Zoho CRM users regardless of their roles.

This should not happen, as it essentially allows employees from one business unit to access a list of all company employees regardless of their business unit.

As our data sharing model works in every other aspect of the CRM, I'm inclined to assume this is a bug, but I'm not entirely certain.

Is this something that has been reported before? How should we best proceed, as this essentially makes the Meeting module unusable for us?

Thanks!

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Dennis
Pheranda Nongpiur

Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several