Updated 'Roles and Privileges' in Zoho Campaigns

Updated 'Roles and Privileges' in Zoho Campaigns

Here's some good news!

We're excited to announce the updated Roles and Privileges—the permission-based user settings, in your very own Zoho Campaigns account. By far, we've catered to different organizations, each with eclectic teams, and we've understood the importance of providing a flexible access to accounts. This all-new feature will help each user of a team handle the same Zoho Campaigns account in a way that's relevant for them.  

Okay! So what can the updated 'Roles and Privileges' do for you?

Suppose you belong to a five-membered team, comprising of a coder, designer, tester, support expert, and yourself, the marketer. A marketer may have to garner list information, upload mailing lists, curate content for an email, and send/schedule the emails accordingly. So broadly, you as a marketer, need to have access to almost all the tabs of Zoho Campaigns. The designer, on the other hand, helps you in coming up with visually-attractive templates and layouts for your campaigns. For such a person who spends most their time in designing, access to only design-related areas of the product would suffice. 

This is where 'Roles and Privileges' can be deployed. Set  permissions for your team members and get your work done with ease. In precise, customize your product experience, your way!  

Well, what happens to my current Campaigns account setup?

There will be absolutely no change in your existing account information. In order to make things easy for you, we've migrated your entire setup to the updated version so that you don't have the fear of missing any data. 

If you're an existing Campaigns user (both free and paid accounts), what you've seen so long is a simple admin-user based privilege section that helps users control the account based on just two roles—the admin and the user.




What you'll be seeing henceforth is a new role and privilege section that gives you four roles:

  • Admin: All the current admins in your existing Campaigns account will automatically fall under 'Admin' role of the new section.
  • User: All the current users of your Campaigns account will be migrated to the 'User' role of the new section. 

Apart from these two basic roles, we also have Standard Admin and Standard User roles. 

  • Standard Admin: Any person who gets an admin control after the migration process will be listed under 'Standard Admin' role. 
  • Standard User: Any person who gets assigned as a user after the migration process will be listed under 'Standard User' role. 



For  Paid account users , there's an  exclusive option to assign  custom roles . Based on your team size and functionalities of your account users, you can create customized role names and assign specific control actions. Taking the example discussed earlier, you can create a separate custom role named  'Designer' and give relevant privileges to them.




Summing up, here are the benefits of the new Roles and Privileges:

The biggest and the most important benefit is that your account information can be safe and is prohibited from mishandling. With the new update, you can monitor who handles what in your account. Some of the other benefits: 

-> One account with multiple permission-based access controls.

-> Custom roles for specific users with specific work needs. (Only for paid accounts!)


To know more about what the new 'Roles and Privileges' has in store for you, please take a look at our help document

As always, we'd love to hear what you've got to say about what we've created. So feel free to drop in your feedback in the comment section, and write to us at support@zohocampaigns.com in case of any doubts. 

Cheers,
Aishwarya Ashok

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • Marketer's space - Understanding portal roles in the new user management system

                                                Hello, As part of our new user management setup, we recently introduced portals and workspaces. Portals enable you to manage multiple products under a single brand within a single account. Workspaces are the spaces you can create within a portal for individual
                                              • Promote Campaigns on your LinkedIn Company page

                                                Hello!   We are happy to announce that Zoho Campaigns has further improved its integration with LinkedIn to provide more services. This time, we've come up with a new feature where you can promote your email and social campaigns on your LinkedIn company page.   LinkedIn company page is a hub where followers are updated about the company, its products & services and of course new features & updates. It acts as a public portal for prospects, vendors and partners, etc. You can engage your followers
                                              • The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.

                                                Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away.  What has changed?  We have two types of syncs now: Immediate and periodic.  The UI: We have cut down on the number of steps for the sync from three to two.  When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.
                                              • Marketer's Space: Template Editor - Dynamic Content

                                                Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously.    To put it in simpler terms, it is the right content for the right people at the right time.    How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to create
                                              • Sending Autoresponders to Existing Contacts

                                                Hello! In recent times, many of our users wanted to send Autoresponders to existing contacts. Since, these contacts existed already; they will never be receiving that message scheduled in the Autoresponders.  But, is there really a way to push these Autoresponder message(s) to such existing contacts? Well, Zoho Campaigns has again come up with a solution for such request laid by many of our users. We are happy to announce the new enhancement on Autoresponders through which you can send the Autoresponder


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now