Roles APIs

In Zoho CRM, Administrators assign roles to the users. Roles, such as Managers, Sales Reps, Supervisors, Product Management Staff, etc., denote the different levels of employees in a company. Use this API to retrieve information about various roles in Zoho CRM.

Get Roles

Purpose

To retrieve the details about roles in your organization.

Endpoints

GET /settings/roles

GET /settings/roles/{role_id}

Request Details

Request URL

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

To get 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
READ - Retrieve roles data

Sample Request

Curl Deluge

Copiedcurl "https://www.zohoapis.com/crm/v4/settings/roles/3652397000010189001"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Copiedresponse = invokeurl
[
	url: "https://www.zohoapis.com/crm/v4/settings/roles/3652397000010189001"
	type: GET
	connection:"crm_oauth_connection"
];
info response;

Response JSON Keys

display_labelstring
Represents the display name of the current role.
share_with_peersboolean
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.
namestring
Represents the name of the current role.
descriptionstring
Represents the description of the role, if any.
idstring
Represents the unique ID of the role.
reporting_toJSON object
Represents the name and ID of the roles which are higher to the current role in the role hierarchy.
created_by__sJSON object
Represents the name and ID of the user that created this role.
modified_by__sJSON object
Represents the name and ID of the user who modified this role last.
created_time__sDateTime in the ISO8601 format
Represents the date and time at which the role was created.

Possible Errors

INVALID_URL_PATTERNHTTP 404
Please check if the URL trying to access is a correct one
Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to request URL section above.
OAUTH_SCOPE_MISMATCHHTTP 401
Unauthorized
Resolution: Client does not have ZohoCRM.settings.roles.READ 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.

Sample Response

Copied{
    "roles": [
        {
            "display_label": "SalesRep",
            "created_by__s": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "modified_by__s": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "forecast_manager": null,
            "share_with_peers": true,
            "modified_time__s": "2022-11-10T17:25:02+05:30",
            "name": "SalesRep",
            "description": null,
            "reporting_to": {
                "name": "Manager",
                "id": "3652397000000026008"
            },
            "id": "3652397000010189001",
            "created_time__s": "2022-11-10T17:25:02+05:30"
        }
    ]
}