Users and Permissions | Online Help - Zoho Marketing Plus

Users and Permissions

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.
 
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.
Note:
  1. Users with only organization-level access will not be able to access Brand Studio.

Add users

Users can be added to Marketing Plus by specifying their email address and appropriate permissions.

To add users
  1. Go to Setup and then Users.
  2. Click Add User.

  3. Enter the Email Address.
  4. Select the Mark this user as Administrator checkbox to grant admin privileges to the user.
  5. Click Add Permission under Org Level Access.
  6. 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. 

Modify permissions

Permission to access various modules and brands can be modified when required.
 
To modify permissions
  1. Go to Setup and then Users.
  2. Select a user and click Edit next to Brands or Org Level Access.
  3. 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
  1. Go to Setup and then Subscription and click Billing.
  2. Click Upgrade Add-Ons.

  3. Enter the number of Users and click Proceed.
  4. Click Make Payment.

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