Manage Basic Information and Roles
Basic information
All the information such as website, description, services that are configured, owner of the brand and statistics about the marketing projects that are active and completed. You can also see the number of users who are part of the brand. The information such as website, description, and logo can be edited if needed.
To view and edit basic information
- Go to Setup and then Brands.
- Select a brand from the dropdown in the top-left corner of your window.
The basic information page will be displayed. - Click Edit to modify the information.
- Click Update to save your changes.
Roles
The organizational hierarchy in your business can be replicated in Marketing Plus as roles. Roles define the permissions each user has to view data and access various features across services. Roles only apply to the brand they are created for. By default, there are three roles that are part of all the brands in your account:
- Brand Admin
- Brand Marketer
- Brand Member
New roles can also be created by defining access permissions for the services that are available in Marketing Plus.
For example, an employee in your organization is responsible for managing the company's social media handles, sending out surveys, and hosting webinars. In that case, you can enable the following permissions:
- Social: Publishing, Messages, Comments/Reply, Advanced Reports.
- Webinars: Manage Webinars they create
- Marketing Automation: Manage records they create
- Marketing Projects: View based on module-level permissions, which let the user access only Social, Surveys, and Webinars that are associated with them.
To create roles
- Go to Setup and then Brands.
- Select a brand from the dropdown in the top-left corner of the window and click Roles.
- Click New Role.
- Enter the Name and Description.
- Specify the appropriate permissions and click Save.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Manage Billing
The Billing option in the Organization Details page lets you manage your payments for Marketing Plus such as purchasing add-ons and upgrading your subscription. To upgrade your subscription Go to Setup and then Organization and click Billing. Click ...Customize Organization Information
The information about your organization such as logo, website, mobile and telephone numbers, fax, address, time zone, and language can be specified in the Organization Details page. To manage the organization details Go to Setup and then Organization ...Manage Email Campaigns
Email marketing is one of the easiest ways to connect with your prospects and customers to promote your business. You can contact customers about launch of a new product, discounts, and sales using email campaigns. This keeps your customers informed ...Where can I view the usage details and subscription information?
The Subscription Information page displays all the information such as plan details, no. of users, subscription manages, and usage stats. Go to Setup > Subscription to access the Subscription Information page.Manage Surveys
The Survey module, powered by Zoho Survey, lets you create various surveys and reach out to your audience. Various personalization options are available, which let you design a survey and share it with your customers via channels like email, social ...
New to Zoho LandingPage?
Zoho LandingPage Resources