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

https://www.zohoapis.com/crm/v2/settings/roles

To get a specific role:
https://www.zohoapis.com/crm/v2/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

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

3.0.08.0

Copied//Get instance of RolesOperations Class
RolesOperations rolesOperations = new RolesOperations();
//Call getRoles method
APIResponse<ResponseHandler> response = rolesOperations.getRoles();

Copiedimport javax.net.ssl.SSLContext;
import org.apache.http.HttpEntity;
import org.apache.http.HttpResponse;
import org.apache.http.client.methods.HttpGet;
import org.apache.http.client.methods.HttpUriRequest;
import org.apache.http.client.utils.URIBuilder;
import org.apache.http.conn.ssl.NoopHostnameVerifier;
import org.apache.http.conn.ssl.SSLConnectionSocketFactory;
import org.apache.http.impl.client.CloseableHttpClient;
import org.apache.http.impl.client.HttpClientBuilder;
import org.apache.http.util.EntityUtils;
public class RolesAPIs 
{
	private static void getRoles()
	{
		try
		{
			HttpClientBuilder httpClientBuilder = HttpClientBuilder.create();
			SSLContext sslContext = SSLContext.getDefault();
			SSLConnectionSocketFactory sslConnectionSocketFactory = new SSLConnectionSocketFactory(sslContext, NoopHostnameVerifier.INSTANCE);
			CloseableHttpClient httpclient = httpClientBuilder.setSSLSocketFactory(sslConnectionSocketFactory).build();
			URIBuilder uriBuilder = new URIBuilder("https://www.zohoapis.com/crm/v2/settings/roles");
			HttpUriRequest requestObj = new HttpGet(uriBuilder.build());
			requestObj.addHeader("Authorization", "Zoho-oauthtoken 1000.xxxxxxx.xxxxxxx");
			HttpResponse response = httpclient.execute(requestObj);
			HttpEntity responseEntity = response.getEntity();
			System.out.println("HTTP Status Code : " + response.getStatusLine().getStatusCode());
			if(responseEntity != null)
			{
				Object responseObject = EntityUtils.toString(responseEntity);
				String responseString = responseObject.toString();
				System.out.println(responseString);
			}
		}
		catch(Exception ex)
		{
			ex.printStackTrace();
		}
	}
	private static void getRole()
	{
		try
		{
			HttpClientBuilder httpClientBuilder = HttpClientBuilder.create();
			SSLContext sslContext = SSLContext.getDefault();
			SSLConnectionSocketFactory sslConnectionSocketFactory = new SSLConnectionSocketFactory(sslContext, NoopHostnameVerifier.INSTANCE);
			CloseableHttpClient httpclient = httpClientBuilder.setSSLSocketFactory(sslConnectionSocketFactory).build();
			URIBuilder uriBuilder = new URIBuilder("https://www.zohoapis.com/crm/v2/settings/roles/34770610026008");
			HttpUriRequest requestObj = new HttpGet(uriBuilder.build());
			requestObj.addHeader("Authorization", "Zoho-oauthtoken 1000.xxxxxxx.xxxxxxx");
			HttpResponse response = httpclient.execute(requestObj);
			HttpEntity responseEntity = response.getEntity();
			System.out.println("HTTP Status Code : " + response.getStatusLine().getStatusCode());
			if(responseEntity != null)
			{
				Object responseObject = EntityUtils.toString(responseEntity);
				String responseString = responseObject.toString();
				System.out.println(responseString);
			}
		}
		catch(Exception ex)
		{
			ex.printStackTrace();
		}
	}
	public static void main(String[] args) 
	{
		getRoles();
		getRole();
	}
}

3.x.x7.x

Copied//Get instance of RolesOperations Class
$rolesOperations = new RolesOperations();		
//Call getRoles method
$response = $rolesOperations->getRoles();

Copied<?php
class GetRoles{
    public function execute(){
        $curl_pointer = curl_init();
        
        $curl_options = array();
        $url = "https://www.zohoapis.com/crm/v2/settings/roles";

        $curl_options[CURLOPT_URL] = $url;
        $curl_options[CURLOPT_RETURNTRANSFER] = true;
        $curl_options[CURLOPT_HEADER] = 1;
        $curl_options[CURLOPT_CUSTOMREQUEST] = "GET";
        $headersArray = array();
        $headersArray[]= "If-Modified-Since".":"."2020-10-12T17:59:50+05:30";
        $headersArray[] = "Authorization". ":" . "Zoho-oauthtoken " ."1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf";
        $curl_options[CURLOPT_HTTPHEADER]=$headersArray;
        
        curl_setopt_array($curl_pointer, $curl_options);
        
        $result = curl_exec($curl_pointer);
        $responseInfo = curl_getinfo($curl_pointer);
        curl_close($curl_pointer);
        list ($headers, $content) = explode("\r\n\r\n", $result, 2);
        if(strpos($headers," 100 Continue")!==false){
            list( $headers, $content) = explode( "\r\n\r\n", $content , 2);
        }
        $headerArray = (explode("\r\n", $headers, 50));
        $headerMap = array();
        foreach ($headerArray as $key) {
            if (strpos($key, ":") != false) {
                $firstHalf = substr($key, 0, strpos($key, ":"));
                $secondHalf = substr($key, strpos($key, ":") + 1);
                $headerMap[$firstHalf] = trim($secondHalf);
            }
        }
        $jsonResponse = json_decode($content, true);
        if ($jsonResponse == null && $responseInfo['http_code'] != 204) {
            list ($headers, $content) = explode("\r\n\r\n", $content, 2);
            $jsonResponse = json_decode($content, true);
        }
        var_dump($headerMap);
        var_dump($jsonResponse);
        var_dump($responseInfo['http_code']);
    }
}
(new GetRoles())->execute();

3.0.08.x

Copied//Get instance of RolesOperations Class
RolesOperations rolesOperations = new RolesOperations();
//Call GetRoles method
APIResponse<ResponseHandler> response = rolesOperations.GetRoles();

Copiedusing System;
using System.IO;
using System.Net;
namespace Com.Zoho.Crm.API.Sample.RestAPI.Roles
{
    public class RolesAPIs
    {
        public static void GetRoles()
        {
            HttpWebRequest request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/settings/roles");
            request.Method = "GET";
            request.Headers["Authorization"] = "Zoho-oauthtoken 1000.abfeXXXXXXXXXXX2asw.XXXXXXXXXXXXXXXXXXsdc2";
            request.KeepAlive = true;
            HttpWebResponse response;
            try
            {
                response = (HttpWebResponse)request.GetResponse();
            }
            catch (WebException e)
            {
                if (e.Response == null) { throw; }
                response = (HttpWebResponse)e.Response;
            }
            HttpWebResponse responseEntity = response;
            Console.WriteLine("HTTP Status Code : " + (int)response.StatusCode);
            string responsestring = new StreamReader(responseEntity.GetResponseStream()).ReadToEnd();
            responseEntity.Close();
            Console.WriteLine(responsestring);
        }
        public static void GetRole()
        {
            HttpWebRequest request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/settings/roles/347706126008");
            request.Method = "GET";
            request.Headers["Authorization"] = "Zoho-oauthtoken 1000.abfeXXXXXXXXXXX2asw.XXXXXXXXXXXXXXXXXXsdc2";
            request.KeepAlive = true;
            HttpWebResponse response;
            try
            {
                response = (HttpWebResponse)request.GetResponse();
            }
            catch (WebException e)
            {
                if (e.Response == null) { throw; }
                response = (HttpWebResponse)e.Response;
            }
            HttpWebResponse responseEntity = response;
            Console.WriteLine("HTTP Status Code : " + (int)response.StatusCode);
            string responsestring = new StreamReader(responseEntity.GetResponseStream()).ReadToEnd();
            responseEntity.Close();
            Console.WriteLine(responsestring);
        }
    }
}

3.0.03.x.x

Copied# Get instance of RolesOperations Class
roles_operations = RolesOperations()
# Call get_roles method
response = roles_operations.get_roles()


# Get instance of RolesOperations Class
roles_operations = RolesOperations()
# Call get_role method that takes role_id as parameter
response = roles_operations.get_role(role_id)

Copieddef get_roles():
    import requests

    url = 'https://www.zohoapis.com/crm/v2/settings/roles'

    headers = {
        'Authorization': 'Zoho-oauthtoken 1000.04be928e4a96XXXXXXXXXXXXX68.0b9eXXXXXXXXXXXX60396e268',
    }

    response = requests.get(url=url, headers=headers)

    if response is not None:
        print("HTTP Status Code : " + str(response.status_code))

        print(response.json())

get_roles()


def get_role():
    import requests

    url = 'https://www.zohoapis.com/crm/v2/settings/roles/3409643000000026008'

    headers = {
        'Authorization': 'Zoho-oauthtoken 1000.04be928e4a96XXXXXXXXXXXXX68.0b9eXXXXXXXXXXXX60396e268',
    }

    response = requests.get(url=url, headers=headers)

    if response is not None:
        print("HTTP Status Code : " + str(response.status_code))

        print(response.json())

get_role()

1.0.010.x

Copied//Get instance of RolesOperations Class
let rolesOperations = new RolesOperations();
//Call getRoles method
let response = await rolesOperations.getRoles();

Copiedasync function getRoles() {
    const got = require("got");

    let url = 'https://www.zohoapis.com/crm/v2/settings/roles'

    let headers = {
        Authorization : "Zoho-oauthtoken 1000.354df3680XXXXXXXXXXXXX3.aae0efXXXXXXXXXXXXXXXXXX9"
    }

    let requestDetails = {
        method : "GET",
        headers : headers,
        throwHttpErrors : false
    }
    
    let response = await got(url, requestDetails)
    
    if(response != null) {
        console.log(response.statusCode);
        console.log(response.body);
    }
}
getRoles()

async function getRole() {
    const got = require("got");

    let url = 'https://www.zohoapis.com/crm/v2/settings/roles/3409643000000026008'

    let headers = {
        Authorization : "Zoho-oauthtoken 1000.354df3680XXXXXXXXXXXXX3.aae0efXXXXXXXXXXXXXXXXXX9"
    }

    let requestDetails = {
        method : "GET",
        headers : headers,
        throwHttpErrors : false
    }
    
    let response = await got(url, requestDetails)
    
    if(response != null) {
        console.log(response.statusCode);
        console.log(response.body);
    }
}
getRole()

2.02.x.x

Copied# Get instance of RolesOperations Class
rlo = Roles::RolesOperations.new
# Call getRoles method
response = rlo.get_roles

# Get instance of RolesOperations Class
rlo = Roles::RolesOperations.new
# Call get_role method that takes role_id as parameter
response = rlo.get_role(role_id)

Copiedclass GetRoles

    def execute
      
        url = "https://www.zohoapis.com/crm/v2/settings/roles"
        url = URI(url)
        req = Net::HTTP::Get.new(url.request_uri)
        http = Net::HTTP.new(url.host, url.port)
        http.use_ssl = true
        headers={}
        headers["Authorization"]="Zoho-oauthtoken 1000.50XXXXXXXXX&77e3a.44XXXXXXXXX8353"
        headers["If-Modified-Since"]="2020-05-15T12:00:00+05:30";
        headers&.each { |key, value| req.add_field(key, value) }
        response=http.request(req)
        status_code = response.code.to_i
        headers = response.each_header.to_h
        print status_code
        print headers
        unless response.body.nil?
            print  response.body
        end
    end
end
GetRoles.new.execute

1.0.0ES6

Copied//Get instance of RolesOperations Class
let rolesOperations = new ZCRM.Role.Operations();
//Call getRoles method
let response = await rolesOperations.getRoles();

Copiedvar listener = 0;
class RolesAPIs {

	async getRoles() {
		var url = "https://www.zohoapis.com/crm/v2/settings/roles"
        var parameters = new Map()
        var headers = new Map()
        var token = {
            clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
            redirectUrl:"http://127.0.0.1:5500/redirect.html",
            scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
        }
        var accesstoken = await new RolesAPIs().getToken(token)
        headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
        var requestMethod = "GET"
        var reqBody = null
        var params = "";
        parameters.forEach(function(value, key) {
            if (parameters.has(key)) {
                if (params) {
                    params = params + key + '=' + value + '&';
                }
                else {
                    params = key + '=' + value + '&';
                }
            }
        });
        var apiHeaders = {};
        if(headers) {
            headers.forEach(function(value, key) {
                apiHeaders[key] = value;
            });
        }
        if (params.length > 0){
            url = url + '?' + params.substring(0, params.length - 1);
        }
        var requestObj = {
            uri : url,
            method : requestMethod,
            headers : apiHeaders,
            body : JSON.stringify(reqBody),
            encoding: "utf8",
            allowGetBody : true,
			throwHttpErrors : false
        };
        var result = await new RolesAPIs().makeAPICall(requestObj);
        console.log(result.status)
        console.log(result.response)
    }

	async getRole()	{
		var url = "https://www.zohoapis.com/crm/v2/settings/roles/34770626008"
        var parameters = new Map()
        var headers = new Map()
        var token = {
            clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
            redirectUrl:"http://127.0.0.1:5500/redirect.html",
            scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
        }
        var accesstoken = await new RolesAPIs().getToken(token)
        headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
        var requestMethod = "GET"
        var reqBody = null
        var params = "";
        parameters.forEach(function(value, key) {
            if (parameters.has(key)) {
                if (params) {
                    params = params + key + '=' + value + '&';
                }
                else {
                    params = key + '=' + value + '&';
                }
            }
        });
        var apiHeaders = {};
        if(headers) {
            headers.forEach(function(value, key) {
                apiHeaders[key] = value;
            });
        }
        if (params.length > 0){
            url = url + '?' + params.substring(0, params.length - 1);
        }
        var requestObj = {
            uri : url,
            method : requestMethod,
            headers : apiHeaders,
            body : JSON.stringify(reqBody),
            encoding: "utf8",
            allowGetBody : true,
			throwHttpErrors : false
        };
        var result = await new RolesAPIs().makeAPICall(requestObj);
        console.log(result.status)
        console.log(result.response)
	}

    async getToken(token) {

        if(listener == 0) {

            window.addEventListener("storage", function(reponse) {
                if(reponse.key === "access_token" && (reponse.oldValue != reponse.newValue || reponse.oldValue == null)){
                    location.reload();
                }
                if(reponse.key === "access_token"){

                    sessionStorage.removeItem("__auth_process");
                }
            }, false);
            listener = 1;
            if(sessionStorage.getItem("__auth_process")) {
                sessionStorage.removeItem("__auth_process");
            }
        }
        ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
            var isKeyExists = localStorage.hasOwnProperty(k);
            if(isKeyExists) {
                sessionStorage.setItem(k, localStorage[k]);
            }
            localStorage.removeItem(k);
        });
        var valueInStore = sessionStorage.getItem("access_token");
        var tokenInit = sessionStorage.getItem("__token_init");
        if(tokenInit != null && valueInStore != null && Date.now() >= parseInt(tokenInit) + 59 * 60 * 1000){ // check after 59th minute
            valueInStore = null;
            sessionStorage.removeItem("access_token");
        }

        var auth_process = sessionStorage.getItem("__auth_process");
        if ((valueInStore == null && auth_process == null) || (valueInStore == 'undefined' && (auth_process == null || auth_process == "true"))) {
            var accountsUrl = "https://accounts.zoho.com/oauth/v2/auth"
            var clientId;
            var scope;
            var redirectUrl;
            if(token != null) {
                clientId = token.clientId;
                scope = token.scope;
                redirectUrl = token.redirectUrl;
            }

            var fullGrant = sessionStorage.getItem("full_grant");
            var grantedForSession = sessionStorage.getItem("granted_for_session");
            if(sessionStorage.getItem("__token_init") != null && ((fullGrant != null && "true" == full_grant) || (grantedForSession != null && "true" == grantedForSession))) {
                accountsUrl += '/refresh';
            }
            if (clientId && scope) {
                sessionStorage.setItem("__token_init", Date.now());
                sessionStorage.removeItem("access_token");
                sessionStorage.setItem("__auth_process", "true");
                window.open(accountsUrl + "?" + "scope" + "=" + scope + "&"+ "client_id" +"=" + clientId + "&response_type=token&state=zohocrmclient&redirect_uri=" + redirectUrl);
                ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
                    var isKeyExists = localStorage.hasOwnProperty(k);
                    if(isKeyExists){
                        sessionStorage.setItem(k, localStorage[k]);
                    }
                    localStorage.removeItem(k);
                });
                valueInStore = sessionStorage.getItem("access_token");
            }
        }
        if(token != null && valueInStore != 'undefined'){
            token.accessToken = valueInStore;
        }
        return token.accessToken;
    }

    async makeAPICall(requestDetails) {
        return new Promise(function (resolve, reject) {
            var body, xhr, i;
            body = requestDetails.body || null;
            xhr = new XMLHttpRequest();
            xhr.withCredentials = true;
            xhr.open(requestDetails.method, requestDetails.uri, true);
            for (i in requestDetails.headers) {
                xhr.setRequestHeader(i, requestDetails.headers[i]);
            }
            xhr.send(body);
            xhr.onreadystatechange = function() {
                if(xhr.readyState == 4) {
                    resolve(xhr);
                }
            }
        })
    }
}

Copiedresponse = invokeurl
[
	url: "https://www.zohoapis.com/crm/v2/settings/roles"
	type: GET
	connection:"crm_oauth_connection"
];
info response;

Show full

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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.
admin_userboolean
Represents if the role can be mapped to an admin user.
Possible Values -true: The role can be mapped to an admin user.
false: The role cannot be mapped to an admin user.

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": "CEO",
            "forecast_manager": {
                "name": "Patricia Boyle",
                "id": "4150868000000225013"
            },
            "share_with_peers": true,
            "name": "CEO",
            "description": "Users with this role have access to the data owned by all other users.",
            "id": "4150868000000026005",
            "reporting_to": null,
            "admin_user": true
        },
        {
            "display_label": "Manager",
            "forecast_manager": null,
            "share_with_peers": false,
            "name": "Manager",
            "description": "Users belonging to this role cannot see data for admin users.",
            "id": "4150868000000026008",
            "reporting_to": {
                "name": "Sales department Head",
                "id": "4150868000000231921"
            },
            "admin_user": false
        },
        {
            "display_label": "Sales rep",
            "forecast_manager": null,
            "share_with_peers": true,
            "name": "Sales rep",
            "description": "Lowest in the heirarchy",
            "id": "4150868000000231917",
            "reporting_to": {
                "name": "Manager",
                "id": "4150868000000026008"
            },
            "admin_user": false
        },
        {
            "display_label": "Sales department Head",
            "forecast_manager": null,
            "share_with_peers": true,
            "name": "Sales department Head",
            "description": "Sales department head",
            "id": "4150868000000231921",
            "reporting_to": {
                "name": "CEO",
                "id": "4150868000000026005"
            },
            "admin_user": false
        }
    ]
}