Create and Manage Roles

Create and Manage Roles

In Zoho Workerly, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, an Agent Admin can access all the records whereas an Agent can access only their records.

Key Features
  • Users with a Agent Admin role have access to the entire database within your organization.
  • Managers in the role hierarchy cannot view or edit their subordinates' records if they do not have the "Read" or "Edit" permissions for the type of record.
  • Users at a higher role can access other users’ data below their hierarchy.
  • By default, users of the same role cannot access each other's data.
  • By default, users at the top of the hierarchy cannot view the data shared to their subordinate users through custom sharing rules. However, you can enable access rights to the managers by using the Superiors Allowed option while creating data-sharing rule.
  • Using the Share Data with Peers option you can enable sharing of data among users of the same role.
  • One must have read/write access to the primary record to add Notes, attachments or send email to it.
Availability

Profile Permission Required: Users with the Manage Roles permission in profile can access this feature.


Note: You can create roles only if you have more than one user in your Zoho Workerly account.

Create Roles

By default, the Admin and the Agent role is enabled for your Zoho Workerly paid account. In addition, you can create different types of roles for your users based on their positions in your organization hierarchy and the type of your Zoho Workerly Edition.

Note: A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user.
To create new roles

  1. Go to Setup > Users & Control > Security Control > Roles.
  2. In the Roles section, click +New Role.
  3. In the New Role page, do the following:
    • Enter the Role Name. Do not add a role with the same name.
    • Select the immediate superior's role from the Reports To lookup.
    • Select the Share Data with Peers check box if you would like to enable access rights to peers.
    • Specify the Description for the role.
  4. Click Save.
Note: You can create roles only if you have more than one user in your Zoho Recruit account.

Assign Roles to the Users


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:

  1. Go to Setup >Users & Control > Users.
  2. In the Users page, click any user.
  3. In the User Details page, click Edit.
  4. Select the specific Role from the lookup box.
  5. Click Save.

Edit Roles

You can modify the user roles as per changes in your organizational hierarchy. As part of the modification of the roles, you can perform the following:

  • Rename the role
  • Change the Superior Role
  • Change the setting for sharing data with Peers

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.

Note: A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user

To edit a Role

  1. Go toSetup > Users & Control > Security Control > Roles.
  2. In the Roles List, click the Role name.
  3. In the Role Details page, click Edit.
  4. In the Edit Role page, update the new properties for the role.
  5. Click Save

Delete Roles

You cannot delete the existing roles without transferring the users to a new role.

To delete a Role:

  1. Go to Setup> Users & Control > Security Control > Roles.
  2. In the Roles page, click the Role name.
  3. In the Role Details page, click Delete.
  4. In the Delete Role page, click on an existing Role to transfer the child-roles to the selected role.
  5. Click Transfer & Delete.
    Now the role and child-roles are transferred to the new role and a different organization hierarchy is created.

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