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

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