Create Role

Purpose

To add a new role to your organization.

Endpoints

POST /settings/roles

Request Details

Request URL

{api-domain}/crm/{version}/settings/roles

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.roles.{operation_type}

Possible operation types

ALL - Full access to roles data
CREATE - Create roles data

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v2.1/settings/roles"
-X POST
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Request JSON Keys

namestring, mandatory
Represents the display name of the role.
reporting_tostring, optional
Represents the unique ID of the role which is higher to the current role in the role hierarchy.
descriptionstring, optional
Represents the description of the role, if any.
share_with_peersboolean, optional
Represents if the users with the current role have the permission to share records.
Possible values -true: The users with the current role can share records with other users.
false: The users with the current role cannot share records with other users. This is the default value.

Sample Input

Copied{
    "roles": [
        {
            "name": "Product Manager",
            "reporting_to": "4150868000000225013",
            "description": "Schedule and manage resources",
            "share_with_peers": true
        }
    ]
}

Possible Errors

OAUTH_SCOPE_MISMATCHHTTP 401
Unauthorized
Resolution: Client does not have ZohoCRM.settings.roles.CREATE scope. Create a new client with valid scope. Refer to scope section above.
NO_PERMISSIONHTTP 403
Permission denied to read
Resolution: The user does not have permission to read roles data. Contact your system administrator.
INTERNAL_ERRORHTTP 500
Internal Server Error
Resolution: Unexpected and unhandled exception in Server. Contact support team.
INVALID_REQUEST_METHODHTTP 400
The http request method type is not a valid one
Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above.
AUTHORIZATION_FAILEDHTTP 400
User does not have sufficient privilege to read roles
Resolution: The user does not have the permission to retrieve roles data. Contact your system administrator.
INVALID_DATAHTTP 400
the id given seems to be invalid or already deleted
Resolution: The role ID specified in the request input is invalid. Specify valid role ID.
INVALID_DATAHTTP 400
Role name should not contain the following special character(s):#
Resolution: The role name must not contain any special characters. Specify a valid role name.
DUPLICATE_DATAHTTP 400
Failed to add role since role with same name is already exist
Resolution: Specify unique role name in the request input.
MANDATORY_NOT_FOUNDHTTP 400
required field not found
Resolution: Specify the name of the role in the request input.
LICENSE_LIMIT_EXCEEDEDHTTP 400
Request exceeds your license limit
Resolution: Contact your administrator.

Sample Response

Copied{
    "roles": [
        {
            "code": "SUCCESS",
            "details": {
                "id": "5843104000002870001"
            },
            "message": "Role added",
            "status": "success"
        }
    ]
}