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Zoho Campaigns Roles and Privileges

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

For more guides on Zoho Campaigns Click Here.

Are you looking to give Zoho Campaigns a try? Here is a free trial to see if it is a fit for your business.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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