Each user is assigned a role when the account is set up. The roles for ZiftMarcom users are as follows:

• Reports Only
• Read Only
• Partner Marketing Manager
• Non-Administrator
• Administrator

Each role is associated with a level of access as follows:

• Yes - able to add, edit, or make changes
• No - unable to view in the menu
• View Only - can view but cannot add, edit, or make changes

The table below is a summation of roles and access levels. Click the image to enlarge it.

You can learn more about each of the access points in these Academy sections.

• Analysis
• Campaigns
• Social Media - Access to the Social Media tab requires enablement.
• Leads: All Leads, Integrations - Access to the Social Media tab requires enablement.
• Partner Management: All Partners, To Partner Communication, Partner Invitations - Access to the Partner Management tab requires enablement.
• Content Management
• Tag Management
• Workflow Management - Access to the Social Media tab requires enablement.
• Integrations - Your integrations can be accessed under your User Profile.

Note: To Partner Communications - PMM, Non Admin & Admins can create To Partner communications. 

Note:  Agencies - Non-Admins and Admins can create agency accounts.