Marketer's space - Understanding portal roles in the new user management system

Hello,

As part of our new user management setup, we recently introduced portals and workspaces.

Portals enable you to manage multiple products under a single brand within a single account.

Workspaces are the spaces you can create within a portal for individual products. They can be a collection of teams, people, and resources who work on a particular product and under a common brand or company (portal). They help create a hierarchy to enable users to focus on the work elements that matter to their respective teams within the workspace.

In this post, we'll discuss portal roles and understand how they work in the new user management setup, along with a use case.

Roles

Portal-level roles are as follows:

Portal admin: Portal admins can create workspaces, add users, and grant users different levels of permissions. They have access to all workspaces and can perform any activity on any workspace within the portal.

Portal member: All users in the portal other than portal admins are portal members. Their privileges depend on the roles assigned to them in different workspaces.

Use case

Let's take a look at the scenario below for a better understanding of portal roles.

Zylker is an online fashion shop in which users can order clothes and accessories. They have three marketing teams that handle different apparel types of products: Women, Men, and General. All teams share one Zoho Campaigns organization (portal) and have separate workspaces under them.

The team leads and Zylker's marketing manager are portal admins. The rest of Zylker's users are given specific roles like viewer, editor, workspace admin, and other custom roles within the workspace, but at the portal level, they're collectively referred to as portal members.

There's much more to say about the world of portals and workspaces, which we'll be doing in upcoming posts. Meanwhile, you can learn more about portals and workspaces here.

Have questions? Feel free to reach out to us at support[@]zohocampaigns[.]com.

Regards,

Krithika

User Education | Zoho Campaigns

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Krithika S

Sticky Posts
Marketer's space - Understanding portal roles in the new user management system
Hello, As part of our new user management setup, we recently introduced portals and workspaces. Portals enable you to manage multiple products under a single brand within a single account. Workspaces are the spaces you can create within a portal for individual
Promote Campaigns on your LinkedIn Company page
Hello! We are happy to announce that Zoho Campaigns has further improved its integration with LinkedIn to provide more services. This time, we've come up with a new feature where you can promote your email and social campaigns on your LinkedIn company page. LinkedIn company page is a hub where followers are updated about the company, its products & services and of course new features & updates. It acts as a public portal for prospects, vendors and partners, etc. You can engage your followers
The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.
Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away. What has changed? We have two types of syncs now: Immediate and periodic. The UI: We have cut down on the number of steps for the sync from three to two. When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.
Marketer's Space: Template Editor - Dynamic Content
Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously. To put it in simpler terms, it is the right content for the right people at the right time. How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to create
Sending Autoresponders to Existing Contacts
Hello! In recent times, many of our users wanted to send Autoresponders to existing contacts. Since, these contacts existed already; they will never be receiving that message scheduled in the Autoresponders. But, is there really a way to push these Autoresponder message(s) to such existing contacts? Well, Zoho Campaigns has again come up with a solution for such request laid by many of our users. We are happy to announce the new enhancement on Autoresponders through which you can send the Autoresponder