Team Members & Roles
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. ...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 ...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.
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