Manage Users
What is the difference between workspace admin and manager?
Workspace Admin Manager They can manage Workspace under Settings and hence it will be listed under Settings for their account. They don't have access to manage workspace so it won't listed under Settings for their account. They can add any of the ...
What is the difference between portal and workspace admins
Difference between Portal and Workspace Admins: Portal Admin Workspace Admin They can create workspaces. They can't create workspaces. They can perform any changes in any workspace within the portal. They can perform changes within the workspace. ...
My Zoho Campaigns account was idle for six months. How long will my data remain with Zoho Campaigns?
User data is backed up for six months. If you have downgraded your account for a period of up to six months or left it idle for two years, you can restore your data. Beyond six months, you will be notified two times before all the data is purged.
Can I mark a user with admin privileges as inactive?
Yes, you can mark a user with admin privileges as inactive. You can mark any user as inactive irrespective of their role if you have admin privileges. However, you cannot mark yourself as inactive irrespective of your role. You need to ask another ...
My colleagues work on different products on a rotational basis. Can I restrict access to them while they're not working in my product, without removing them from the organization every time?
Yes, you can restrict access without removing them from your organization. You can mark those users as inactive while they are not working on your product. Users won't be able to access Zoho Campaigns when they are inactive. You can make them active ...
What is the difference between Admin and Standard Admin?
For accounts added before December 12, 2017, users with admin privilege will be assigned the Admin role. The Admin role follows the previous version of privilege allocation, where some of the privileges are not given. The Admin role is customizable. ...
When does a user remove themselves from an organization?
Users remove themselves from an organization under two scenarios: If they've joined as a member into some other organization unintentionally. If they're leaving the organization.
What is the "Associated" user status?
"Associated" means that a person has accepted the invitation to join an organization but has not started using Zoho Campaigns. Once the user logs in and sets up their account, the status will be upgraded to "Active".
How can I reactivate my Zoho Account after deletion?
To reactivate your account, just sign up with your email address again. You will receive an email with instructions to restore your account. Your data will be purged six months after account deletion. You can reactivate your deleted account within a ...
Why can't I remove some of the inactive sender addresses?
In Zoho Campaigns, you can remove sender addresses that you added by clicking the delete icon beside the respective sender address under Manage Senders section of Settings. However, you cannot remove sender addresses added by other users. You can ...
Recently, I have changed my email address, which is also associated with Zoho Campaigns. How can I change my email address?
You need to change the existing email address with new Email address in Zoho Campaigns. You can achieve this in one of two ways. 1) Change the primary email address in Zoho Accounts. 2) Add a new email address as a user in Zoho Campaigns. Click here ...
I am trying to add an email address as a sender address, but I am not receiving any authentication email. Why does this happen?
The email address you're trying to add might be a user in some other Zoho Campaigns organization. You cannot add a sender address which already exists in another org. Please try again after removing the user from the other org, or add a different ...
Patricia is the Standard Admin for the Zykler Campaigns account. She is not able to remove herself from the organization. Why is this?
A user with administrator privileges cannot remove themselves from the organization unless there is at least one another user with administrator privileges. Patricia can change the role of one of the users to Admin or Standard Admin and then remove ...
How many custom roles can I add to my account?
There are no restrictions on the number of custom roles that can be created. However, if you want to add more than five users in an organization, you will need to contact support@zohocampaigns.com
What is the difference between the User and Standard User roles?
For accounts added before December 12, 2017, users will be assigned the User role. In the updated roles and privileges, this role was renamed Standard User. The main difference between these roles is that the User role is customizable but Standard ...
As the Manager of Zylker, I decided to upgrade our subscription plan with Zoho Campaigns. I found I am not able to upgrade. What should I do?
You may be a User or Standard User in your organization in Zoho Campaigns. Ask the Admin or Standard Admin to set you as a Standard Admin and then try to upgrade your subscription.
I am a user and am not able to view or access the Library tab. Should I contact support to get access?
You may need to contact your organization's Standard Admin or Admin and request access. If you do not know who to contact, navigate to Settings and open the Users tab to find the email address of your organization Standard Admin or Admin.
I am not able to change my role from Standard Admin to Admin. What should I do?
You cannot change your role once you are a Standard Admin. You can ask any other Admin or Standard Admin on your team to change your role. For accounts added before December 12, 2017, users with admin privilege are assigned the Admin role. The Admin ...
I am the Standard Admin for the Zylker Campaigns account. I would like to allow designers to access only Library module. How can I do this?
You can create a custom role with name 'Designer' and assign the necessary privileges for that custom role, Open the Roles and Privileges under Users and Control. Click Add and select Role. Enter the Role Name and click Add. Assign privileges and ...
How can I resend an invitation email?
Click Settings icon on the top-right corner of the screen. Choose Manage Users. Select the Users tab and click Re-Invite. This action can be performed only by administrators.
I have received an invite but I would like to join the organization via my other email address. What should I do?
Contact your organization administrator and request him to send an invitation email to your preferred email address.
Can I invite someone who is currently a user in another organization?
An invitation can be sent to the user, but the user must be removed from the existing organization to join your organization. The user has to delete their account from the existing organization, Log into Zoho Campaigns. From the Navigation toolbar, ...
How do I add a new user in my account?
You can add to a maximum of five users to an organization. Only the admin can send invites to add users. When the user accepts your invitation, they will be added to your organization. To add a new user, From the Navigation toolbar, click Settings. ...