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See who can view records in Zoho CRM

The Zoho CRM AI Assistant explains who can see a module's records, from the organization's sharing defaults, the role hierarchy and the sharing rules that apply. It only reads, and changes nothing.

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Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.

the problem

A rep can see deals they should not, or cannot see ones they should

Someone asks why a rep in one team sees another team's deals, or why a manager cannot see a deal at all. The answer depends on the module's default access, who reports to whom, peer sharing and sharing rules, each on a different settings screen.

the solution

Ask about a module, read the explanation

Name the module, and a role or person if the question is about them:

Who can see Deals records in our CRM? Explain the default access, the role hierarchy and any sharing rules that apply.

It reads the organization's default access for the module, the roles with who reports to whom and whether peers share records, and the sharing rules on the module with their source, recipient and access level. Then it explains, layer by layer, who sees which records and why.

  • Reads sharing defaults, roles and their users, and sharing rules.
  • Writes nothing.
  • Details of criteria-based sharing rules and territories are not read. Where those apply, it says so, and you check them in Zoho CRM Setup.
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pricing

Start with 14 days of Plus. Stay on Free after that.

Start free without a card. Choose a paid plan to continue to checkout, with the same CRM actions and safety controls.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month
Try Plus

14-day free trial, then billed monthly

  • 5x the Free usage
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month
Get Pro

Billed at signup, then monthly

  • 25x the Free usage
  • 5x the usage of Plus
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Max

For the heaviest CRM workloads.

125x the Free usage

$500/ month
Get Max

Billed at signup, then monthly

  • 125x the Free usage
  • 5x the usage of Pro
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Free

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

No card, and permanent

$0Start free

Need more than Max? Contact sales

use cases

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faq

Frequently Asked Questions

Will it change anyone's access?

No. This request only reads. Changing roles, groups or sharing rules is a separate request, and every security change asks for a final confirmation.

What does it read?

The module's default access setting, the role hierarchy with each role's users and peer sharing, and the sharing rules on the module: who shares with whom and at which access level.

Does it cover profiles too?

A profile decides what a user can do with a module, such as view, edit or delete. Sharing decides which records they see. Ask about a profile separately and it reads that profile's rights.

Can it be wrong?

Its explanation is only as complete as what Zoho returns. Criteria-based sharing rules and territories are not read in detail, and if part of the sharing metadata cannot be read, it says the answer is incomplete rather than that no rule exists. Check those parts in Zoho CRM Setup.

Will it work on my Zoho CRM edition?

It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. Reading security settings needs an administrator profile. This use case has not been checked edition by edition yet, so write to us if you want to check yours first.

Want to ask something?

Write to the team at hello@zsetup.com.