A user is unable to set assignment rules. What should I do?

A user is unable to set assignment rules. What should I do?

All users who have the permission to set assignment rules in their profile will be able to create a rule. To check whether the user has the required permission:
  1. Go to Setup > Users and Control Security Control > Profiles.
  2. Select the profile the user has.
Verify that the Assignment Rules permission under Automation is toggled on. If it is not, toggle it on. The user should now be able to create an assignment rule.

    • Related Articles

    • FAQs on Assignment Rules

      1. Which modules can assignment rules be created for? Zoho CRM allows admins and users with the relevant permission to create assignment rules for both standard and custom modules. The modules where records frequently enter the system in bulk such as ...
    • Assignment Rules

      Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules
    • Assignment Rules

      Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules
    • Setting Assignment Rules

      A sales success is closely coupled with the everyday activities of the reps, such as - number of follow-ups, promptness in getting back to the customers, offering quick answers to their queries and responding to the support tickets. All these factors ...
    • A user is unable to create assignment rules for the Contacts module even though they have the permission to create assignment rules. What should I do?

      The user will be only able to create assignment rules for the modules they have access to. For example, if the Leads module is not enabled for the Sales Manager profile, users with that profile will not be able to create rules for the Leads module. ...