What does access control option do?
Access is the master control option which controls direct module or cross-module access to data within the organization. By default, this setting will be enabled if a user chooses create, modify, or delete.
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How to manage roles and privileges
When there are multiple users in your organization, it is essential to be attentive about data access. We try to make it as easy as possible for you to tread the line between easily sharing data between team members, yet maintaining strong ...
How to manage users
Zoho Campaigns has two roles by default: Standard Admin and Standard User. Standard Admin handles user activities and deals with organizational tasks. Each organization must have at least one administrator to handle critical operations, such as user ...
Why can’t other users access my reports?
If other users can't access your reports, please check to make sure you have set the right privileges. From the navigation toolbar, choose Settings and select Manage Users. Open to the Privilege tab Enable Access campaign detailed reports, stats ...
How to manage portals
Zoho Campaigns allows you to access multiple organizations with the same account using portals. Portals save you from the hassle of creating multiple accounts, and let you manage and organize different organizations using a single Zoho Campaigns ...
How do I assign a custom role to a user?
Users with administrator privilege can assign custom roles. From the Navigation toolbar, click Settings. Select Manage Users under Users and Control. Click on the Assign Role link which is present beside the username. Select the role in the Change ...