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.
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Adding Team Members and Member Roles
Once you've connected your social channels , you can add Team Members to manage your Brand's social media activities. If you're a Portal Admin, you can add members to one of four pre-defined roles -Portal Admin, Brand Admin, User, or Limited ...
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 ...
How do I enable my team members to create and edit the custom Dashboards?
To let your team members use the Dashboard feature, follow these steps: Go to Settings from the top right of Zoho Social. Then head to Brand Settings. Click on Roles and Permissions Enable 'Advanced Reports' for the roles that you want to enable ...
Who can view the custom Dashboards that I create?
The Dashboards that you create are set by default to "Me Only" privacy. Only you and the Portal Admins have access to it. However, you can choose to make them visible to them to your team members this way: 1. Go to the Dashboard you'd like to share ...
How do I create a custom Dashboard?
To create a Dashboard, 1. Open Zoho Social. 2. Go to the Reports tab. 3. Click on the Dashboard Icon: 4. Click on the + button 5.Click Add Cards. 6. Select the required Cards from each social network to add to you Dashboard. Your first Dashboard is ...