How can I manage users

How can I manage users

Zoho MarketingHub has two roles by default:  Standard admin and  Standard user . A standard admin handles user activities and deals with organizational tasks. Each organization must have at least one admin to handle critical operations, such as user invitations, user access, and account removal. A standard user is a member who works on the product based on privileges granted to them by the standard admin.
 
In this user guide, we'll walk you through operations such as how to invite your colleagues, get administrator access, remove a user from the organization, and much more.
 

Prerequisite

You must be a  Standard Admin to edit information in this page. However, all users can view this page to see other users and their roles.

Add users

You can add to a maximum of five users to an organization. Only the admin can send invites to add users.

1.  From the  Navigation toolbar, click Settings.

2. Choose  Manage users under Users and Control.

3. Click Add and select User from the drop down.

      

4. Enter the user's name and email address in the dialog box that appears.

5. Click Add to send an invitation email.

  

  When the user accepts your invitation, they will be added to your organization.

You can also use the quick link to navigate to the Add user page instantly. Click here to learn more about quick links.  

User status

  You can find out the status of users under Users. There are seven different statuses: 
  • Active - The user is an active member in your campaign and has access to your organization.
  • Invited - An email has been sent to the user to join your organization.
  • Associated - The user has clicked the verification link sent with the email, but hasn't joined yet.
  • Inactive - The user has been marked inactive by admin.
  • Blocked - The user's access to the organization is barred, as the user has ignored the invitation emails twice.
  • Ignored - The user has not opened the invitation email. 
  • Re-invited - The user has been sent a second invitation email.
  • Declined - The user has ignored your first invitation email. 

  


Restrict user access

You can restrict access to users temporarily by marking them as inactive. This is similar to blocking a user. 

To restrict user access,

1. From the Navigation toolbar, click Settings.

2. Choose Manage users under Users and control.

3. Click Mark as inactive.


You can click the Mark as active link to relinquish access to an inactive user.

To remove myself from the organization

 For users: 

1. From the  Navigation toolbar, click  Settings .

2. Choose  Manage users under Users and Control.

3. Click  Remove self.


4. Click  Go ahead . A removal request will be forwarded to the organization admin.


For administrators

1. From the Navigation toolbar, click Settings.

2. Choose Manage users under Users and Control.

3. Click Remove self.


4. Click Go ahead.

 

Remove user

1. From the Navigation toolbar, click Settings.

2. Choose Manage users under Users and Control.

3. Select the Users.

4. Click Remove from organization.


5. Click Remove. 


Change access permission from User to Administrator

1. From the Navigation toolbar, click Settings.

2. Choose Manage users under Users and Control.

3. Select the Users.

4. Click Assign role.



5. Change role to Standard admin and click Assign.


Use Cases

 

Who can manage all users?

Administrators manage all users by handling operations including adding users, removing users, and granting or revoking privileges.

Can I invite a blocked person to the organization?

You cannot invite a blocked person to your organization. If you still want to invite someone who is blocked, contact  support@zohomarketinghub.com

Where can I view the list of users in my organization?    

All users can view other users in the organization, along with their status and role.

1. From the  Navigation toolbar, click  Settings .

2. Choose  Manage User s under Users and Control.

What is the maximum number of users my organization can have? 

You can add a maximum of five users to an organization. To add more than five users to your organization, contact support@zohomarketinghub.com

How do I see a user's access level?    

1. From the  Navigation toolbar, click  Settings .

2. Choose  Manage Users under Users and Control.

User access levels are displayed beside their username.

 How do I resend an invitation email? 

1. From the Navigation toolbar, click Settings.

2. Choose Manage Users under Users and Control.

3. Click Re-Invite. 

Can I invite a previous Zoho MarketingHub user to join a different organization? 

Yes, once a person has been removed from an organization, it's possible to invite them to join another organization.

  How many times can I send an invitation email to a person? 

Invitation emails can be sent twice to the same person. If two consecutive invitation mails are ignored, no further invitations can be sent. If you want to invite someone who has ignored two invitations, then contact support@zohomarketinghub.com

 Can I invite someone who is a user in another organization? 

An invitation can be sent to the user, but they user must be removed from the other organization to join your organization.

My Zoho MarketingHub account was inactive for the last four months. How long will my data remain with Zoho MarketingHub? 

User data is backed up for six months. If you have downgraded your account or left it inactive for any period within six months, you can restore your data.

 How do I reactivate my Zoho Account after deletion? 

To reactivate your account, just sign up with your email address again. You will receive an email with instructions to restore your account.

 I've received an invite, but I want to join the organization via my other email address. What should I do? 

Contact your organization administrator and request that they send an invitation email to your preferred email address.  

What is the "Associated" user status?

"Associated" means that a person has accepted the invitation to join an organization, but has not started using Zoho MarketingHub. Once the user logs in and sets up their account, the status will be upgraded to "Active".

When does a user remove themselves from an organization? 

Users remove themselves from an organization under two scenarios:

  • If they've joined as a member into some other organization unintentionally.
  • If they're leaving the organization.

  My colleagues work on different products on a rotational basis. Can I restrict their access while they're not working in my product, without removing them from the organization every time?

Yes, you can restrict access without removing them from your organization. You can mark those users as inactive while they are not working on your product. Users won't be able to access Zoho MarketingHub when they are inactive. You can make them active when they resume working on your product. Please note that this solution won't work if other products use Zoho MarketingHub, as an inactive user cannot become a member of any other organization. In this case, you should remove them from your organization, then add them again.

Can I mark a user with admin privileges as inactive?

Yes, you can mark a user with admin privileges as inactive. You can mark any user as inactive irrespective of their role if you have admin privileges. However, you cannot mark yourself as inactive irrespective of your role. You need to ask another user with admin privileges to do that. 

Standard Admin can create different custom roles and assign privileges for those roles according to their requirements. Check out the Roles and Privileges page for further details.


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