Zurmo – Establishing Roles in Zurmo

As a component of Zurmo’s security platform, you can establish organizational roles into a hierarchy which will provide organizational governance determining who within the organization can view, edit, and report on data owned or shared by other users.

Users at the highest levels can view, edit, and report on data owned and shared by users below them unless Group Rights define otherwise. Users at the lowest levels of the hierarchy can only view, edit, and report on data owned or shared by themselves or shared by others.

Establishing roles in Zurmo is very easy. Let’s take a look at how it’s done!

For the purposes of this post, our organization will start with Test Executive at the highest level followed by Test Manager.

The first step is to make sure you are on your Zurmo Dashboard. By selecting the Home button you will be situated on your Zurmo Dashboard.

Home Dashboard

From the Dashboard view, locate the ‘gear’ icon in the upper right hand corner of the Dashboard. Click on the gear icon and a drop down list of options presents choices including Administration, Designer, Import, and more. Select Designer from the drop down list.


Once the Designer option is selected, Zurmo will refresh the screen offering a new list of selections on the left panel of the screen that include Administration, Designer, Import, Groups, Users, Roles, and more. Select Roles and Zurmo will refresh the screen and reveal a Roles Administration screen. On the Roles Administration screen, you will see an option to ‘Create‘ a role. Select the Create option.

create roles

After the Create option is selected, Zurmo will refresh the screen with input fields for the Role you are creating. Type the Name of the Role into the Name field. In this case we have used Test Executive for the role Name. Since this is the highest role in the organization, there is no Parent Role option so leave that field blank.  Note that certain field names such as Name — in this case — are marked with a red asterisk (*) which denotes a required data field.


Once the name field is populated, click on the Save option to save the Test Executive role.

Once the Save option is selected, the screen will refresh to reveal a summary of the roles that have been input into Zurmo.

roles confirmation

Now, let’s establish the role for Test Manager who will report hierarchically to the Test Executive and the Test Executive will be established as the Parent role to the Test Manager. To begin, select Create from the Roles Administration screen as we did in the step above.

create roles

Enter Test Manager into the Name field.

test manager role

In the Parent Role field you will notice a ‘+’ sign on the far right hand side of the field. Click on the ‘+’ sign to open a new window revealing available Parent Roles to select from to populate the Parent Role field. In this case the obvious selection is Test Executive as the Parent Role. To choose Test Executive, simply click on the Test Executive name and the Parent Role field will be populated by the Parent Role of Test Executive.

select parent role

With the Parent Role field complete, select Save to capture your Role entries. Once the Save option is selected, Zurmo will refresh the screen reflecting your Role addition with the hierarchical relationship noted in the summary. In this case, you can graphically see that Test Manager is a step removed from Test Executive.

Test Excecutive final

Continue adding Roles and Parent Roles as your organization requires. It’s easy with Zurmo!

(c) 2013 Windsor Wallaby. All rights reserved.

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Author Spotlight

Windsor Wallaby

Windsor Wallaby is an independent and enthusiastic Zurmo CRM supporter and Open Source contributor. Active on the Zurmo user forums and a regular personality on the weekly Zurmo developer's conference call, Windsor is committed to building helping relationships by Listening, Learning, Doing, and Sharing. Windsor works with Zurmo CRM daily to track business opportunities and contacts. Windsor also integrates Zurmo as a core platform component for in-house and bespoke IT development projects.

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