How can I manage the roles and permissions of my brand members?

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 desired role from the drop down box that appears. You can also check boxes that give them access to the different social channels connected to Zoho Social.



Creating Custom Roles


In addition to the default roles that are available, you will also be able to create your own Custom Roles with the specific permissions that you want to assign to them. Creating custom roles helps you restrict certain permissions from certain team members so that they only have access to the features that they would need.

In order to create a new role:
  1. Click Brand Settings under Settings in the top-right corner. You'll be directed to the Brand Information screen.
  2. Click Roles and Permissions under Brand Settings, then click Create New Role.
  3. Give your new role a name, check the permissions that you want to assign to this role, then click Save. Once you've created a new role, you can assign it to existing team members or invite new team members with this role.
Once you've created a new role, you can assign it to existing team members or invite new team members with this role.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                                



                            





                          Manage your brands on social media




                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now




                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now










                                                                                          • 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 ...
                                                                                          • Managing your team in Zoho Social

                                                                                            When you sign up for Zoho Social, a Portal will be auto-generated for you in your company name, and you'll be the Portal Owner and assigned the role of a Portal Admin. What's a Portal? A Portal in Zoho Social is an entity where you can manage all ...
                                                                                          • If my brand has multiple profiles or pages on a social network, will each profile be considered a separate brand?

                                                                                            Yes! On Zoho Social, a single Brand can only have 1 page/profile per social network, since we measure each page/profile's performance individually. For example, in one Brand, you can manage one of each: 1. Facebook Page 2. Facebook Group 3. Twitter, ...
                                                                                          • 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 ...
                                                                                          • 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 ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources