Under Profile > Users and Roles, marketers can manage the team that needs access to a Zeta Marketing Platform Account, as well as those that require access to parent accounts and/or child accounts.
Teammates can be managed under the Teammates tab. Here, a list of users is displayed along with their:
Hover over the far-right column of the user's row and click the (...) icon. Clicking this will present options to edit and/or deactivate the user.
Adding a New Teammate
To invite a new team member, click the green Invite Teammates button in the top-right corner.
The Invite team member UI will slide in from the right side of the window. Set the fields for First Name, Last Name, Email Address, and Display Name (optional). The Primary Account is the top-level account the user should log in to when accessing the platform. Setting the Role gives the user certain permissions. Once a user is invited they will appear as pending in the list of users with access to the account. An invitation email is sent to the user as well. This invitation email has a link the user can click to set their password.
The Roles tab displays all available roles, a description, the account it's in and the number of users with that role. Clicking on the role reveals options to edit that role, including what permissions are enabled for it. For accounts with a parent/child structure in place, users can be invited to the parent account and be given different levels of access to the child accounts all from the parent account. These are referred to as secondary accounts.
The Acquisition View of an account can only be seen by users that have the role of Acquisition User. This role can be set for you by Zeta Global.
Adding a New Role
In the Roles tab click New Role. The Add New Role will slide in from the right side of the UI. Give the new Role a name and a useful description. Choose that account the role can be used in. Then, set the Role Permissions. Click Save once the configuration is complete.
The permissions available for any given role are displayed and described below.
Grants the ability to view campaigns and their details
Grants the ability to edit campaigns
Grants the ability to launch campaigns
Grants the ability to view Experiences in the UI
Grants the ability to edit experiences
Grants the ability to set an experience to active
Grants the ability to view content not contained within a campaign
Grants the ability to edit content not contained within a campaign
Edit Campaign Content
Grants the ability to edit content specifically within campaigns
Grants the ability to view the Audiences section in the left nav.
Grants the ability to create and edit segments and lists
View User Data
Grants the ability to view user data
Edit User Data
Grants the ability to modify user data
Edit Transaction Campaign
Grants the ability to mark a campaign as transactional and modify it.
Transactional campaigns ignore subscription status of the audience upon deployment.
Grants the ability to create and modify feeds
Edit Account Settings
Grants the ability to modify all account settings
Grants the ability to view the Opportunities dashboard
Grants the ability to create Segment exports
Grants the ability to export Segments via direct download and/or email
User Preview Dynamic Content
Grants the ability to preview dynamic content.
This can display PII depending on what dynamic elements are contained within content.
Grants the ability to view the Acquisition dashboard
Grants the ability to view Actions
Manage User Access
Grants the ability to add new users, deactivate existing users, create roles, modify roles, and assign roles
Grants the ability to view analytics and reporting
Grants the ability to edit reports
External Db Access
Grants the ability to access and query connected external databases for creating query based segments.
Requires an initial account-level setup to establish a connection to an external database
This can have cost implications for the database owner.
Grants the ability to syndicate content from a parent account to connected child accounts
Grants the ability to view the Data section of the UI
Grants the ability to modify data flows and other aspects of the Data section of the UI