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.

    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 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

                  Zoho SalesIQ Resources



                      Zoho TeamInbox Resources




                                Zoho DataPrep 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 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. ​
                                                          • 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 ...

                                                          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