Manage your team
Team Collaboration - Frequently Asked Questions
How to make audio/video calls on Zoho Social? You can jump into quick audio/video calls with your teammates from the Posts, Collaborate, and the Reports tab from within the Zoho Social dashboard. For more information, head to our help guide. How to ...Team members and roles - Frequently asked questions
How can I hide leads data from team members? If you don't want all your team members to have access to leads data because this information is critical, you can restrict it using Leads Data Permission under Roles & Permissions. This permission is ...How can I hide leads data from team members?
If you don't want all your team members to have access to leads data because this information is critical, you can restrict it using Leads Data Permission under Roles & Permissions. This permission is given by default to Brand Admin and User roles. ...What can a Limited Publisher do on Zoho Social?
A Limited Publisher can view all content that's going out of the Brand, but will not have access to publish any content directly without sending it for Approval. However they will always have access to Drafts, and the Collaborate tab, if they want to ...Can I start a new message thread or make audio/video calls with a user who is not my contact?
Yes! You can create a new chat thread and make audio/video calls with a user who is not your contact. While you attempt to do so, they would be added as a mutual contact automatically by Zoho Social.How to make audio/video calls on Zoho Social?
You can jump into quick audio/video calls with your teammates from the Posts, Collaborate, and the Reports tab from within the Zoho Social dashboard. For more information, head to our help guide.How to start a new chat thread on Zoho Social?
You can initiate a new conversation with your teammates from the Posts, Collaborate and the Reports tab within the Zoho Social dashboard. Head to our help guide to know more about it.How do I resolve any audio/video issues that crop up?
Make sure Zoho Social has the permission to access your microphone and camera to make an audio or a video call. To change the Microphone settings, Click on the lock icon present on the address bar. Select Site settings. Under Permissions, click ...Can I start a new chat thread and make audio/video calls on iOS and Android?
Currently, you can only create a new chat thread and initiate audio/video calls on the Desktop application. However, this is on our product roadmap, and you can expect this feature very soon on iOS and Android platforms as well.How can I track all the Admin and User activities performed within Zoho Social?
You can monitor this activity directly from the Audit Log available in Zoho Social. The Audit log displays a chronological log of all the key actions performed by Brand Admins and Portal Admins. From here, the Portal Admin can find live data ...Who can view/edit/delete drafts?
Only the member who has created the draft & the Portal Admin role will have the permission to view/edit/delete a draft from the 'Drafts' section. Other team members with 'Member' or 'Brand admin' role in the brand will only be able to view the draft ...How can I manage the roles and permissions of my brand members?
Admins on Zoho Social can manage roles and permissions of team members You can mange the roles and permissions of your brand members by heading over to Settings> Brand Settings> Brand Members. Click on the role next to the team member and select a ...How do I invite my clients to my Brand on Zoho Social?
Follow these steps to invite clients to your portal: 1. Click Brand Members & Roles under Settings. 2. Go to the Client Members tab and click the Invite button. 3. Enter the client's email address and click Invite. If you want to invite more than one ...How many roles are available in Zoho Social?
There are three types of roles that can be assigned to Team Members by the Admins in Zoho Social: Portal Admin When you sign up for Zoho Social, A portal will be auto-generated for you and you will be assigned as the Portal Admin. You will now be ...What happens to posts made/scheduled by team members who have been removed?
All posts scheduled by a team member who has been recently removed will go out as scheduled. Similarly, all posts, comments and discussions created by them will also exist. However, any Monitor tabs they have created will be removed from the brand. A ...How can I remove team members from a Brand?
Only the Portal Admins and Brand Admins can remove team members. If you want to remove a member, follow these steps: 1.Click Settings. 2. Click Brand Members & Roles. 3. When you hover over a member's name, you will see an X icon. Click it to remove ...Why can't I access Settings and a few other tabs in Zoho Social?
Depending on your role, the Admin of the Zoho Social account you're active on may have restricted which sections you have access to.Why aren't members removed from my list after I deactivate them?
When you deactivate a member, they will not be able to access your Zoho Social account. They will still show up in your Brand Members list in case you want to add them back, but their status will be marked as Inactive.How can I add members to my brand on Zoho Social?
You can add brand members by following these steps: 1. Go to Settings on your Zoho Social web app and select Brand Members and Roles from the drop-down 2. Click on All Members and from here click the +Invite button to add a member 3. Once added, you ...Can I create custom roles?
Yes. Navigate to Settings and click Brand Settings. Click Roles and Permissions. Here's where you can create custom roles and assign them their own set of permissions.Who can see my discussions on Zoho Social?
All discussions around Posts, Connections, Mentions or Reports are shared with all members regardless of their role. But while initiating the discussion, you can choose to restrict viewership by clicking on the drop-down on the discussion tab. From ...What can I collaborate on using Zoho Social?
You can collaborate on different things from across Zoho Social - Posts, Connections, Mentions or Reports - and bring your whole team onboard the discussion. Say, you've spotted something interesting on your livestream, like a fun Tweet about your ...
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