Manage Users

Manage Users

Zoho Campaigns has two different account types: administrators and users. Administrators handle the user activities and deal with organizational tasks. Each organization must have at least one administrator to handle critical operations such as user invitations, user access, and account removal. Users are members who actually do work on the product itself.

In this user guide, we'll walk you through operations like how to invite your colleague, get an administrator access, remove a user from an organization and much more.

Add  User 

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 and choose Manage Users.
  2. Open the Users tab
  3. Click Add User.
  4. Enter the user 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.

User status

In Users, you can find out what the status of your users are. There are seven different statuses,

  • Active – The user is an active member in your campaign and has the 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 admin has barred the user's access to the organization.
  • 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 the invitation emails twice. 

How can I remove myself ?

For users

  1. From the Navigation toolbar, click Settings and choose View Users.
  2. Open the Users.
  3. Click Remove Self .
  4. Click on Go Ahead button. A removal request will be forwarded to the organization admin.

For admininstrators

To remove a user from the organization,

  1. From the Navigation toolbar, click Settings and choose Manage Users.
  2. Select the Users.
  3. Click Remove Self.
  4. Click Go Ahead.

Note: If you are the only administrator in your organization, then you should assign your role to another user before you exit the organization.

Remove User

  1. From the Navigation toolbar, click Settings and choose Manage Users.
  2. Select the Users.
  3. Click Remove from the Org.
  4. Click Remove User.

Change access permission from User to Administrator

  1. From the Navigation toolbar, click Settings and choose Manage Users.
  2. Select the Users.
  3. Click on Change role as admin link.
  4. The user will now have administrator privileges.

Use Cases

 Which members of the organization can manage all users?

Administrator manages all users by handling operations including adding users, removing users, granting or revoking privileges.

Can I invite a person who has declined two invitation emails?

You cannot invite a person who has declined invitation emails from your organization. However if you still want to invite someone who is declined, contact support@zohocampaigns.com.

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

  1. Navigate to Settings and choose Manage Users.
  2. Click the Users.

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

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

 How can know a user's access level ?

  1. From the Navigation toolbar, click Settings and choose Manage Users.
  2. Click the Users tab.
  3. User access levels are displayed beside their username.

How can I resend an invitation email?

  1. From the Navigation toolbar, click Settings and choose Manage Users.
  2. Select the Users tab and click Re-Invite

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

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

How many times can I send 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@zohocampaigns.com.

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

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

My Zoho Campaigns account was deleted a few months ago. How long will my data remain with Zoho Campaigns?

User data is backed up for 6 months. If you have deleted your account within 6 months, you can restore your data.

How can 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 have received an invite but I would like to join the organization via my other email address. What should I do?

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

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