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Related Articles
Understanding Roles and Permissions
Roles in Zoho Social replicates the set of responsibilities that are specific to a job position in an organization, whereas permissions are the level of access that are given to the users based on the features and information they require to fulfil ...
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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 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 enable my team members to create and edit the custom Dashboards?
To let your team members use the Dashboard feature, follow these steps: Go to Settings from the top right of Zoho Social. Then head to Brand Settings. Click on Roles and Permissions Enable 'Advanced Reports' for the roles that you want to enable ...
Who can view the custom Dashboards that I create?
The Dashboards that you create are set by default to "Me Only" privacy. Only you and the Portal Admins have access to it. However, you can choose to make them visible to them to your team members this way: 1. Go to the Dashboard you'd like to share ...