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• 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 ...

• How can I create a custom role?

  Users with administrator privilege can add new custom roles. From the Navigation toolbar, click Settings.  Open the Roles and Privileges under Users and Control.  Click Add button and select Role. Enter the role name and click Add. Assign the ...

• 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 ...

• How do I add a new user in my account?

  You can add to a maximum of five users to an organization. Only the admin can send invites to add users.  When the user accepts your invitation, they will be added to your organization  From the Navigation toolbar, click Settings. Choose Manage ...

• Settings - Troubleshooting Guide

  In this document, we discuss a few points related to Settings and some helpful tips in using few features under Settings. Custom merge tag values Custom merge tag values are used to show a default text when the intended text value is not available ...