How to Manage your team in Zoho Social?

Managing your team in Zoho Social means inviting the right people, giving them the right access, and keeping that access up to date as your team changes. This overview explains what is involved.

What managing your team covers

• Inviting team members and assigning them a role, such as Portal Admin, Brand Admin, User or Limited Publisher, or a custom role you have created.
• Reviewing what each role can access, from publishing and messages to reports and leads data.
• Removing or deactivating team members who no longer need access.
• Transferring or replacing the Portal Owner if account ownership needs to change.

Why it matters

Good team management keeps sensitive data such as leads and reports restricted to the people who need it, while making sure everyone else can still do their job without waiting on approvals for routine tasks.

Frequently asked questions

Who can manage the team?

Portal Admins and Brand Admins, since their roles include full access to manage team members and permissions.

Can I limit what a team member sees?

Yes, by assigning a role, such as Limited Publisher, or a custom role with only the permissions they need.

Need help?

Need help managing your team in Zoho Social? Contact support@thoughtlogik.com or see our Zoho implementation services.