Assigning Permissions to Roles

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 their roles.
Zylker travels is a travel agency that uses Zoho Social to manage their digital presence. They have a wonderful team of social media managers, marketers, content creators, and analysts to carry out different activities across all their social media handles. 
The users managing these responsibilities are added as Team Members in their Social Account. Since their areas of work will be different from each other, they will not be requiring access to all the functionalities provided by the product.
A social media manager would require access to publish on their social channels, a marketer will require access to social media and leads information, and an analyst would need analytical information on their posts that they can understand from the visual reports and metrics. In order to enable users to be able to fulfil their roles and responsibilities as part of representing their brand on social media, you can assign permissions and give appropriate access for the roles you choose for them.
The available permissions are Publishing, Messages, Comment/Reply, Advanced Reports, Leads Data and Zia. 
There are four pre-defined roles in Social: Portal Admin, Brand Admin, User, and Limited Publisher. These roles have the following default permissions:
  1. Portal Admin - Publishing, Messages, Comment/Reply, Advanced Reports, Leads Data, Zia, and Inbox.
  2. Brand Admin - Publishing, Messages, Comment/Reply, Advanced Reports, Leads Data, Zia, and Inbox.
  3. User - Publishing, Messages, Comment/Reply, Advanced Reports, Leads Data and Zia.
  4. Limited Publisher - Messages, Comment/Reply, Advanced Reports and Zia. 

Understanding the permissions  

  1. Publishing: Publishing permission enables users to publish and schedule posts directly, without the need for an approval. If posts have to be approved, provide this access to limited users so that no posts are made without consent. Users without this access will have to send their posts to designated approvers for them to approve the post before publishing.
  1. Messages: Messages permission enables users to be able to view the messages received on their Facebook, Twitter, and Instagram handles. This access can be given to the marketing and support teams so that they can monitor the messages and requests received from their audience. For team members who don't have this access, the Messages tab will not be displayed in Zoho Social.
  1. Comment/Reply: This permission gives users access to comment on posts and reply to the messages received on the social channels. The team responsible for handling social media channels will require this access to communicate and respond to any interaction on their profiles. Without this permission, users will be able to view the posts and messages, but will not be able to make add any comments on posts or reply to the messages received.
  1. Advanced Reports: This permission gives users the access to a whole range of reports like Summary, Audience, Post & Engagement, Performance, Reach & Impression, Performance, and others. Users without this permission will be able to view only the Summary reports of all social media channels, by default.
  1. Leads Data: This Permission enables users to have access to leads-related information. They will be able to view and download the details of individual leads obtained, and monitor their lead ads account for Facebook and LinkedIn. Team members without this permission will be able to view the lead forms, their status, and map the fields, but they will not be able to view individual leads data.
  1. Zia: This permission provides users with access to the Compose with Zia feature (Open AI's Integration with Zoho Social) in the compose window. Zia uses OpenAI's generative AI capabilities to generate content effortlessly. Users will be able to create multiple variations of content like social media posts, hashtags, and captions; rephrase existing content according to their requirements; and generate images quickly and more efficiently.
  1. Inbox: This permission provides users with access to the Inbox module on Zoho Social. They will be able to view all the interactions and monitor and respond to them, for all connected social networks. Users with this permission and the Zia permission will be able to use Zia to reply to an Inbox interaction, by drafting or rephrasing content. 

Creating New 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 your Team Members. Creating custom roles helps you restrict certain permissions from specific Team Members so that they only have access to the features that they would need. Zoho Social account admins can enable or disable any of the permissions for custom roles whenever required.
In order to create a new role,
  1. Click in the top-right corner. You'll be directed to the Brand Information screen.
  2. Click Roles and Permissions under Brand Settings, then click .

  3. Give your new role a name, check the permissions that you want to assign to this role, then click Save.

Feature Availability

Creating custom roles and assigning permissions to them is a feature available to all customers on Premium, Agency, and Agency Plus plans. 

    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

                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series

                                            • Digest

                                            • Functions

                                            • Meetups

                                            • Kbase

                                            • Resources

                                            • Glossary

                                            • Desk Marketplace

                                            • MVP Corner

                                            • Word of the Day

                                              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

                                                                                                        • 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 ...
                                                                                                        • 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 ...
                                                                                                        • 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.
                                                                                                        • 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 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 ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



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


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


                                                                                                            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