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 Dashboard access to.
Now these users can also create and edit Dashboards.
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Can I share Dashboards with my clients?
Yes, Dashboards can be shared with your clients in the following ways: 1. Share Access: If your client is added to your Brand, and Client roles have permission for 'Advanced Reports' enabled, - Go to the Dashboard you want to share - Click on the ...
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 ...
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 ...
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 ...
What are the different ways I can share a Dashboard?
These are the ways you can share a Dashboard: 1. Access to your team members/clients on Zoho Social: You can give access to your Dashboard to people added on your Zoho Social. To do this, -Open the Dashboard -On the left click on the lock button, ...