Manage Hierarchy Preference

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Introduction

etting up your organisation’s hierarchy in Zoho CRM helps control data access and visibility. Whether you’re a small business or a growing enterprise, defining clear roles and reporting structures ensures your team works efficiently and securely.

Understanding Zoho CRM Hierarchy Options

Zoho CRM offers two ways to structure your team:

  • Role Hierarchy
  • Reporting Hierarchy

You can set your preferred option in Company Settings. Let’s break down what each one means and how to manage it.

Step-by-Step: Manage Hierarchy Preference

Follow these steps to set or change your hierarchy preference in Zoho CRM:

1) Go to Setup (the gear icon in the top right).

2) Under General, click Company Settings.

3) Find the Hierarchy Preference section.

4) Choose between:

  • Role Hierarchy – Based on job roles and organisational levels.
  • Reporting Hierarchy – Based on manager-report relationships.

5) Click Save to apply your changes.

Note: You must define roles and assign them to each user, no matter which structure you choose. Each user can only have one role at a time.

Types of Hierarchy in Zoho CRM

Role Hierarchy (Default)

This structure mirrors your company’s organisational chart.

  • Higher-level users can access data owned by those below them.
  • For example, a Sales Manager can see records owned by their Sales Executives.
  • Ideal for businesses with clearly defined teams and role-based access.

Reporting Hierarchy

This structure is based on who reports to whom, regardless of job title.

  • You can assign a reporting manager to each user.
  • Managers can access their direct reports' data.
  • Great for flexible or matrix organisations.

Tips for Managing Users in Zoho CRM

  • Choose Role Hierarchy if your team has fixed roles and structure.
  • Use Reporting Hierarchy if roles are dynamic or if you need manager-level access without strict role tiers.
  • Keep data secure by ensuring only the right users can view sensitive information.
  • Use the Mass Transfer option in modules like Deals or Tasks if needed after deletion.
  • Regularly review your hierarchy settings as your business grows or teams change.

Related Articles

Organisation Settings - Previous How to configure multi currencies in Zoho CRM Next - Organisation Settings How to setup multi company in zoho CRM

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