Update Role

Purpose

To update the details of a role in your organization.

Request Details

Request URL

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

To update a specific role:
{api-domain}/crm/{version}/settings/roles/{role_id}

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.roles.{operation_type}

Possible operation types

ALL - Full access to roles data
UPDATE - Update roles data

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v3/settings/roles"
-X PUT
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Request JSON Keys

idstring, mandatory if not specified in request URL
Represents the unique ID of the role to be updated.
namestring, optional
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.
forecast_managerstring, optional
Represents the forecast manager's unique ID. This applies only when forecast management is based on a role hierarchy.

Sample Input

Copied{
  "roles": [
    {
      "id": "4150868000000231921",
      "name": "Sales department Head",
      "reporting_to": "4150868000000026005",
      "forecast_manager": "738964000000291009",
      "description": "Manage the sales department",
      "share_with_peers": true
    }
  ]
}

Possible Errors

OAUTH_SCOPE_MISMATCHHTTP 401
Unauthorized
Resolution: Client does not have ZohoCRM.settings.roles.UPDATE scope. Create a new client with valid scope. Refer to scope section above.
NO_PERMISSIONHTTP 403
Permission denied to update
Resolution: The user does not have permission to update 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 update roles
Resolution: The user does not have the permission to update. Contact your system administrator.
INVALID_DATAHTTP 400
the id given seems to be invalid
Resolution: The role ID specified in the reporting_to key is invalid. Specify valid role ID.
INVALID_DATAHTTP 400
invalid data
Resolution: You can update only a single role through an API call.
INVALID_DATAHTTP 400
the given role id seems invalid
Resolution: The role ID specified in the request input is invalid or is deleted. Specify valid role ID.
DUPLICATE_DATAHTTP 400
Failed to add role since role with same name is already exist
Resolution: Specify a unique role name in the request input.
MANDATORY_NOT_FOUNDHTTP 400
required field not found
Resolution: Specify the unique ID of the role to be updated in the request input.

Sample Response

Copied{
    "code": "SUCCESS",
    "details": {
        "id": "4150868000000231921"
    },
    "message": "Role updated",
    "status": "success"
}