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

Zoho Desk Resources

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

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