Retrieve Default Data Sharing Settings

Purpose

Retrieve your organization's default data-sharing permissions for modules.

Endpoints

  • GET /settings/data_sharing

Request Details

Request URL

{api-domain}/crm/{version}/settings/data_sharing

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

ZohoCRM.settings.data_sharing.READ 
(or)
ZohoCRM.settings.data_sharing.ALL 

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v8/settings/data_sharing"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Response JSON

  • data_sharingJSON array

    Contains the organization's default data-sharing permissions for each module.

    • public_in_portalsBoolean

      Shows whether the module is configured in public portals.

      • true - The module is configured in public portals.
      • false - The module is not configured in public portals.
    • share_typestring

      Represents the access levels available for each module for users in Zoho CRM.
      Possible values:

      • private: Only the record owner and their superior can view the records in the module.
      • public_read_only: Users can view others' records but cannot modify or delete them.
      • public_read_write: Users can view and modify others' records but cannot delete them.
      • public: Users can view, modify, and delete others' records.
    • moduleJSON object

      Contains the module's API name and its ID. 

    • rule_computation_runningJSON object

      This key shows whether a sharing rule is currently running for the module. 

      In UI, if you Go to Setup > Security Control > Roles and Sharing > Data Sharing Settings > Sharing Rules > you can seethe Rerun option. 

      If you rerun a rule configured for a module, this key will be true until the process completes. If the value is false, no rules are currently running for the module.

Possible Errors

  • 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 the Endpoints section.

  • OAUTH_SCOPE_MISMATCHHTTP 401

    Unauthorized
    Resolution: The client does not have a valid scope to retrieve the default organization data-sharing permissions. Create a new token with the required scope. Refer to Scope section for details.

  • AUTHENTICATION_FAILUREHTTP 401

    Authentication failed
    Resolution: Pass the access token in the request header of the API call.

  • 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 the Request URL section for details. Refer to the request URL section above.

  • INTERNAL_ERRORHTTP 500

    Internal Server Error
    Resolution: Unexpected and unhandled exception in the server. Contact support team.

Sample Response

Copied{
    "data_sharing": [
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Leads",
                "id": "2276164000000000125"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Accounts",
                "id": "2276164000000000127"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Contacts",
                "id": "2276164000000000129"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Deals",
                "id": "2276164000000000131"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Campaigns",
                "id": "2276164000000000133"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Tasks",
                "id": "2276164000000000143"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Events",
                "id": "2276164000000000145"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Cases",
                "id": "2276164000000000159"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Solutions",
                "id": "2276164000000000161"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "public_read_only",
            "module": {
                "api_name": "Products",
                "id": "2276164000000000163"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Vendors",
                "id": "2276164000000000165"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Price_Books",
                "id": "2276164000000000167"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Quotes",
                "id": "2276164000000000169"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Sales_Orders",
                "id": "2276164000000000171"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Purchase_Orders",
                "id": "2276164000000000173"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Invoices",
                "id": "2276164000000000175"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "private",
            "module": {
                "api_name": "Calls",
                "id": "2276164000000017015"
            },
            "rule_computation_running": false
        },
        {
            "public_in_portals": false,
            "share_type": "public",
            "module": {
                "api_name": "Visits",
                "id": "2276164000000068007"
            },
            "rule_computation_running": false
        }
    ]
}