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Identify Your Team, Roles, and Responsibilities

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

Administrator

  • Access and export all reports - except for another Marcom user's saved private reports.
  • Access, create, and edit campaigns, content, and leads.
  • Access to partner accounts and impersonate into Zift123.
  • Able to create agencies.
  • Able to create To-Partner communications.
  • Access to integrations, internal website plugins, internal workflows and SSO (single-sign-on) configurations.

Read Only

  • Access and export all reports - except for another ZiftMarcom user's saved private reports.
  • View and export campaigns, content, leads, partners, and agencies.

Reports Only

Access and export all reports - except for another ZiftMarcom user's saved private reports.

Non-Administrator

  • Access and export all reports - except for another ZiftMarcom users saved private reports.
  • Access create, and edit campaigns, content, and leads.
  • Access to agencies.
  • Access to partner accounts and impersonate into Zift123.

Partner Marketing Manager

  • Access and export all reports - except for another ZiftMarcom user's saved private reports.
  • View and export campaigns and content. Create and edit leads. Create To-Partner communications.
  • Create and edit leads.
  • Create To-Partner communications.
  • Access to agencies.
  • Access to partner accounts and impersonate into Zift123.
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