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.

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