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What is Roles and Permissions in Zoho Social?

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Zoho Social roles and permissions control what each team member can see and do in your account. Roles represent a person’s job responsibilities, while permissions define their level of access, so people can work effectively without overstepping into areas they do not need.

Default roles and permissions

Zoho Social provides four predefined roles:

  • Portal Admin: Publishing, Messages, Comment/Reply, Advanced Reports, Leads Data, Zia and Inbox.
  • Brand Admin: the same set as Portal Admin, at the brand level.
  • User: Publishing, Messages, Comment/Reply, Advanced Reports, Leads Data and Zia.
  • Limited Publisher: Messages, Comment/Reply, Advanced Reports and Zia.

Creating a custom role

If the default roles do not match your organisation’s needs, you can create a custom role with its own set of permissions. This is available on Premium, Agency and Agency Plus plans.

  1. Click the settings (gear) icon in the top-right corner of Zoho Social.
  2. Go to Brand Settings > Roles and Permissions.
  3. Click New Role.
  4. Name the role and choose which permissions to assign.
  5. Click Save.

Tips

  • Use custom roles to restrict access to sensitive data, such as leads or reports.
  • Grant Inbox and Zia access to users who need to monitor and reply to messages with AI assistance.
  • Assign publishing rights carefully to avoid unapproved posts going live.
  • If you manage clients as an agency, use roles to limit client team members to only their relevant brand-level data.

Frequently asked questions

What are the four default roles in Zoho Social?

Portal Admin, Brand Admin, User and Limited Publisher, each with a different set of permissions.

Can I create a custom role?

Yes, on Premium, Agency and Agency Plus plans you can create custom roles with your own combination of permissions.

Why use roles and permissions?

They let each team member work effectively without giving them access to areas they don’t need, such as leads data or publishing rights.

Need help?

Need help setting up roles and permissions in Zoho Social? Contact support@thoughtlogik.com or see our Zoho implementation services.

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