Users and Control
Workspaces - Introduction & Creation
Workspace refers to a collection of teams, people, and resources within an organization portal. Workspaces can be made for different teams, divisions, or projects. They add a layer of hierarchy to help users focus on the work elements that matter to ...
Roles and Permissions
When you have multiple users in your organization, it's essential to pay attention to data access. We try to make it as easy as possible for you to walk the line between easily sharing data between team members, yet maintaining strong protections for ...
Portal management
Zoho Marketing Automation has four roles by default: admin, manager, editor, and viewer. Each role's access and permissions vary slightly. You can view a detailed description of how each role varies by viewing the Roles and Permissions help article. ...