Users in Marketing Plus are the employees in your organization who have access to the Marketing Plus account. Users can be added to the account with their email address. An invitation to join the Marketing Plus account will be sent to the email address. You can also choose to resend the email if they don't respond.
Access for Marketing Apps
When adding a user, you can also define their permission to access data and modules in Marketing Plus.
- Administrator: An Administrator has complete access to all the brands in Marketing Plus.
- Organization-level access: An organization normally consists of one or more brands. The organization-level access determines the permissions to use various modules such as Campaigns, Social, Survey, and Webinar. These permissions apply across all the brands in an organization.
For example, Zylker is an organization which has two brands; Zylker Travels and Zylker Rentals. A user with organization-access to Campaigns, Social, and Backstage will have complete access to these modules for both brands. They can send campaigns, respond to social interactions, automate marketing activities, create events, and perform other actions for both the brands in Marketing Plus.
- Brand-level access: The permission to access a brand and all the modules in it can be defined here. Access to various modules in a brand can be defined using the Brand Roles.
In the same example as above, James, the Marketing Manager of Zylker Travels, needs access to all the modules for the brand. He handles various marketing activities for the Travels department in the company. In this case, permission to access the Zylker Travels brand with the Brand Admin role can be assigned to James.
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Note:
- Users with only organization-level access will not be able to access Brand Studio.
Access for Analytics
You can define the following permissions for users to access the Analytics module in Zoho Marketing Plus:
- Organization Admin: The organization admin has permissions to all the Workspaces from the Analytics module in Marketing Plus. They will be able to create workspaces, configure connections, add reports, tables, or dashboards.
- User: The user can access the workspace, tables, reports, and dashboards that are shared with them. You can also grant them administrative privileges for a workspace in the Analytics module of Marketing Plus.
- Viewer: A viewer has read-only access to the reports and dashboards that are shared with them from the Analytics module.
Add users
Users can be added to Marketing Plus by specifying their email address and appropriate permissions.
To add users
- Go to Setup and then Users.
- Click Add User.
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- Enter the Email Address.
- In the Marketing Tab, do the following:
- Select the Mark this user as Administrator checkbox to grant admin privileges to the user.
- Click Add Permission under Org Level Access.
- Select the Brand and Brand Role under Brand Level Access.
You can click View Permissions to view all the modules that have been enabled in a brand.
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In the Analytics tab, select an appropriate role from the drop down list and click Add.
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Modify permissions
Permission to access various modules and brands can be modified when required.
To modify permissions
- Go to Setup and then Users.
- Select a user and click Edit next to Brands, Org Level Access, or Applications.
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- Modify the Org level access and Brand level access and click Update.
Purchase user licenses
Subscription managers in Marketing Plus can purchase user licenses in the Marketing Plus account.
To purchase user licenses
- Go to Setup and then Subscription and click Billing.
- Click Upgrade Add-Ons.
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- Enter the number of Users and click Proceed.
- Click Make Payment.