A hierarchy structure in an organization is defined to rank members according to their designations. Zoho CRM provides two different hierarchy structures for your organization: Role Hierarchy and Reporting Hierarchy. You can select the hierarchy preference under Zoho CRM's Company Details.
For both the hierarchy structures, you need to define roles and assign it to users. A user can be associated to only one role at a time.
Role Hierarchy - In this structure, access to a user's data is based on the roles. Users at higher hierarchy can view the data of users in the subordinate roles. For instance, Zylker Inc. follows the below hierarchy structure, here the CEO or Administrator can view the entire organization's data. And, the Sales Managers can view the data of all the Sales Executives. See AlsoManage Roles.
Reporting Hierarchy - In this structure, unlike role hierarchy, a user can be assigned a reporting manager who can view the data. Any member at the higher role in the organization can be assigned as the user's reporting manager. See AlsoReporting Hierarchy.
Role Hierarchy
Create roles for the users in your account such as CEO, Sales Manager, Marketing Manager etc.
Create Roles | Assign Roles
Reporting Hierarchy
Select a user's reporting manager to for the users to define data visibility across the organization.
Set Reporting Manager | Associate Users