Roles
Displays the role hierarchy within the CRM organization, including reporting structure and permission scope.
View-Specific Information
Select
The connector uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the connector.
- Id supports the '=' operator.
For example, the following queries are processed server side:
SELECT * FROM Roles WHERE Id = '3152079000000026008'
Columns
| Name | Type | Description |
| Id [KEY] | String | Unique identifier for the role. |
| Name | String | Name assigned to the role. |
| DisplayLabel [KEY] | String | Label used to display the role in the user interface. |
| ReportingToName | String | Name of the parent role to which this role reports. |
| ReportingToId | String | Unique identifier of the parent role to which this role reports. |
| AdminUser | Boolean | Indicates whether the role has administrative privileges. |
| ForecastManagerName | String | Name of the user designated as the forecast manager for this role. |
| ForecastManagerId | String | Unique identifier of the forecast manager associated with this role. |
| ShareWithPeers | Boolean | Indicates whether users assigned to this role can share records with peers. |
| Description | String | Optional description providing additional context about the role. |