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 existing users from the organiztion to their workspace. | They can't add users to their workspace. |
They can configure contact and topics setup in their workspace. | They don't have access to configure contact and topics setup in workspace. |
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.
- Choose Manage Users under Users and Control.
- Click Add drop-down on the top right corner of the page and choose User.
- Enter the email address, name and assign a role in the dialog box that appears.
- Click Add to send an invitation email.
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, click Settings.
- Select Subscription under General. You will see your current plan.
- Click the delete account link at the bottom of the page.
- Click Delete account in the popup box that appears.
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 role, per an older version of privilege allocation, does not have all privileges. The Admin role is customizable.
The Standard Admin role has complete privileges throughout the entire product. It is one of the default roles in the new version of roles and privileges. A user can switch their role from Admin to Standard Admin but cannot switch from Standard Admin to Admin.
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 User role is not.
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
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 herself from the organization.
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 email address.
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 to to add a user.
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 either ask the person who added these addresses to remove them, or remove the associated users from your organization which will lead to the removal of their sender addresses.
How can I reactivate my Zoho Account after deletion?
Users cannot restore a deactivated account on themselves. But if the account is inactive and is not yet deactivated, then they can reactivate it within 30 days.
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".
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 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.
The Standard Admin role has complete privileges throughout the entire product. It is one of the default roles in the upgraded version of roles and privileges. A user can promote themselves from role of Admin to Standard Admin. However, the reverse cannot be done by the user themselves.
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 when they resume working on your product.
Please note that this solution won't work if other products use Zoho Campaigns, as an inactive user cannot become a member of any other organization. In this case, you should remove them from your organization, then add them again.
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 user with admin privileges to do that.
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.
What is the difference between organization and workspace admins?
Organization Admin | Workspace Admin |
They can create workspaces. | They can't create workspaces. |
They can perform any changes in any workspace within the organization. | They can perform changes within the workspace. |
They can configure workspace settings. | They cannot configure workspace settings. |