Configure permissions for Survey in Marketing Plus

Hello everyone,

Earlier, while creating roles, you were able to give access to manage all surveys or just the surveys created by the user in the Survey module.

We've now added various permissions to manage and publish surveys in Marketing Plus to help you better manage your surveys. Here's the list of all the permissions that are available which can be configured while created a role.

Brand permissions: You can allow/read only/deny access to the following brand permissions:

Other user surveys: Access surveys created by other users
Tag management: Access and manage tags
Theme management: Set up custom theme operations
Image management: Manage uploaded images

Survey permissions: You can allow/read only/deny access to the following survey permissions:

Builder access: Access to the builder, settings, integrations, and launch operations
Basic survey operations: Access to surveys, themes, custom variables, settings, scoring, translating surveys, and more
Launch operations: Access to distribution, campaigns, buy responses, offline surveys, launch visibility, restrictions, passwords, and closed survey
Response actions: Access to integrations, trigger functions, trigger emails, and webhooks
Export operations: Access to invite reviewers, copy, export, and print
Share operations: Access to share surveys and reports
Transfer survey: Allows transferring of surveys to another user

Report access: Enable the toggle switch to grant access to reports.

You can allow/read only/deny access to the following permissions:

Basic report operations: Access to the summary of reports, filters, and custom reports
Individual responses: Access to individual responses and filters
Export operations: Access to scheduling reports, exporting, and printing
Share reports: Access to sharing summaries and individual reports
Delete response actions: Access to deleting individual or bulk responses using filters

The default roles in Marketing Plus such as Brand Admin, Brand Marketer, and Brand Member will have the updated permissions specified in the table below. Also, custom roles created with 'Manage all Surveys' permission earlier, will now have the permissions of a Brand Marketer. Likewise, roles created with 'Manage Surveys they Create' permission earlier, will now have the permissions of a Brand Member.

Features	Permissions
	Brand Admin	Brand Marketer	Brand Member
Brand Permissions
Other user surveys	Allow	Allow	Deny
Tag management	Allow	Allow	Read Only
Theme management	Allow	Allow	Read Only
Image management	Allow	Allow	Read Only

Survey Permissions
Builder Access	Enabled	Enabled	Enabled
Basic survey operations	Allow	Allow	Allow
Launch operations	Allow	Allow	Allow
Response actions	Allow	Allow	Allow
Export operations	Allow	Allow	Allow
Share operations	Allow	Allow	Allow
Transfer Survey	Allow	Allow	Allow

Report Access	Enabled	Enabled	Enabled
Basic report operations	Allow	Allow	Allow
Individual reports	Allow	Allow	Allow
Export operations	Allow	Allow	Allow
Share reports	Allow	Allow	Allow
Delete response actions	Allow	Allow	Allow

Click here to learn more about creating roles in Marketing Plus.

We hope you found this useful. Try it out and let us know your feedback in the comments!

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Arun Kumar V

Sticky Posts
Introducing Budget Board in Zoho Marketing Plus
Hey everyone, Marketing Plus enables marketers to collaborate more effectively and manage their marketing efforts, from campaign planning to execution to performance measurement—all on one platform. One of the most challenging yet critical tasks for marketing
The deprecation of Facebook Groups in Social for Zoho Marketing Plus
Hey everyone, With the introduction of v19.0, Facebook recently announced the deprecation of the Facebook Groups API. For this reason, Zoho Social in Zoho Marketing Plus will no longer support publishing posts in your Facebook Groups starting on April
Refer Zoho Marketing Plus to your friends and earn rewards!
Hey everyone, We would like to thank you from the bottom of our heart for subscribing to Zoho Marketing Plus. Now you have the opportunity to refer Zoho Marketing Plus to your friends or family members who are looking for a suitable solution to empower
Social in Marketing Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing on TikTok Connect
Introducing new add-ons to Backstage in Zoho Marketing Plus
Hey everyone, We've introduced a few changes to the add-ons for Backstage in Zoho Marketing Plus. Previously, Zoho Marketing Plus users could purchase enterprise event add-ons. This provided access to all the enterprise features of Backstage. Instead,