This guide by Zoho gives an in-depth look at Zoho Campaigns Roles and Privileges. In this module, common Campaign roles and privileges are covered.
As a marketer, one of the multiple factors to consider while working with marketing automation software is data access. Data, such as user management, password controls, and more can be sensitive and often relevant only to administrators, so it doesn’t need to be visible to all team members.
It’s necessary to maintain a balance between easily sharing data between the team members that do need it and restricting access. In this guide, we’ll elaborate on how this balance can be achieved using custom roles and how it can be implemented for your Zoho Campaigns’ account.
The following topics are covered for Zoho Campaigns Roles and Privileges:
- Roles
- Privileges
- Why custom roles and customizable privileges
- Creating and assigning a custom role
- Module-specific roles and privileges
- Inter-module dependencies
- Walkthrough of crucial activities and impact of inter-module dependency
- FAQs
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