How to Create Role Hierarchy & Manage Data Permissions on Zoho

[@ApcSrvpm]

does this work with the "professional" subscription?

[@smallbusinessautomation]

Should work. We don't have many clients in the professional subscription so i am not sure.

[@ApcSrvpm]

@@smallbusinessautomation okay, and following your example about the broker, how can agents access data within each other. from settings, and can we do it from API?

[@smallbusinessautomation]

I think so. I have experience with the Enterprise and Ultimate versions.

[@smallbusinessautomation]

@@ApcSrvpm Yes it can be done by API. Also can be done in the CRM just need the right Roles structure for the agents.