Manage Basic Information and Roles | Online Help - Zoho Marketing Plus

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
  1. Go to Setup and then Brands.
  2. Select a brand from the dropdown in the top-left corner of your window.
    The basic information page will be displayed.
  3. Click Edit to modify the information.

  4. 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:
  1. Brand Admin
  2. Brand Marketer
  3. 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:
  1. Social: Publishing, Messages, Comments/Reply, Advanced Reports.
  2. Webinars: Manage Webinars they create
  3. Marketing Automation: Manage records they create
  4. 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
  1. Go to Setup and then Brands.
  2. Select a brand from the dropdown in the top-left corner of the window and click Roles.
  3. Click New Role.

  4. Enter the Name and Description.
  5. Specify the appropriate permissions and click Save.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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 CRM Training
            Redefine the way you work
            with Zoho Workplace

              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 CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG



                                        Create. Review. Publish.

                                        Write, edit, collaborate on, and publish documents to different content management platforms.

                                        Get Started Now







                                                          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.




                                                              Manage your brands on social media


                                                                • Desk Community Learning Series


                                                                • Digest


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner


                                                                • Word of the Day


                                                                • Ask the Experts


                                                                  Zoho Sheet Resources

                                                                   

                                                                      Zoho Forms Resources


                                                                        Secure your business
                                                                        communication with Zoho Mail


                                                                        Mail on the move with
                                                                        Zoho Mail mobile application

                                                                          Stay on top of your schedule
                                                                          at all times


                                                                          Carry your calendar with you
                                                                          Anytime, anywhere




                                                                                Zoho Sign Resources

                                                                                  Sign, Paperless!

                                                                                  Sign and send business documents on the go!

                                                                                  Get Started Now




                                                                                          Zoho TeamInbox Resources





                                                                                                    Zoho DataPrep Demo

                                                                                                    Get a personalized demo or POC

                                                                                                    REGISTER NOW


                                                                                                      Design. Discuss. Deliver.

                                                                                                      Create visually engaging stories with Zoho Show.

                                                                                                      Get Started Now









                                                                                                                          • Related Articles

                                                                                                                          • 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 ...
                                                                                                                          • Create and manage Marketing Projects

                                                                                                                            Creating a Marketing Project When you already have a complete plan on the different marketing activities, the owner, and other important specifics, you can create them as an Active Marketing Project. Start assigning the activities and the appropriate ...
                                                                                                                          • How do I deactivate a brand?

                                                                                                                            To mark a brand as inactive Go to Setup > Brands > Basic Information. Click the More icon and select Deactivate. You can click Activate Brand at the left side of the Brand page to activate the brand again.
                                                                                                                            Wherever you are is as good as
                                                                                                                            your workplace

                                                                                                                              Resources

                                                                                                                              Videos

                                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                              eBooks

                                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                              Webinars

                                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                              CRM Tips

                                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                                Zoho Show Resources