Access
P0 · MVPWho uses ZetCampaigns and at which level. Same people and login as Workspace › Users.
ZetCampaigns isn't part of your company's suite
ZetCampaigns: newsletters, audiences and automated journeys. It works on its own and reuses your existing contacts, people and products, so nothing has to be entered again.
- Email writer
- Subject A/B ideas
- Send-time optimisation
- Segment builder
Your admin decides which apps your company uses.
You don't have access to this page
Your ZetCampaigns role is Employee. This page is for other roles.
How access works in ZetSuite
Four ideas. Everything on this page is one of them.
Everyone can be in the directory. A user is a person who can sign in. One email works across every company they belong to.
Owner, Admin, Maintainer, Member or Viewer, set by ZetSuite, plus your own. It decides who manages the workspace, and which app role people start with.
One role per app: Admin (everything plus settings), Maintainer (their team's records), Member (own records) or Viewer (read-only). Anything except No access uses a seat.
Bundles for speed: "Sales rep" gives ZetCRM, ZetSales and ZetChat as Member in one click. Tweak per app after.
Need finer control? Each role has Customize for module, action and field rules.
| Person | Level | What they see | Status |
|---|
Portals in ZetCampaigns
- Preference centreComing nextFor subscribers outside your company. They sign in with a public link and never use a seat.
Customize
Advanced. Change what this level can do per module, or make a variant (for example "Sales rep · no export") and give it to some people.
| Module | Records they see | view | create | edit | approve | delete | export |
|---|
Sensitive fields
Masked shows •••• with a lock; the value stays in the record.
Any level except No access uses one seat. A seat is a licence: what someone can see is their level, not their seat. The price change is shown before you send.
Who holds a seat
Invited people hold a seat until they accept or the invite is revoked.
Uses suite integrations
Shared integrations are connected once for the whole company in Workspace › Integrations. ZetCampaigns uses them as listed here. Read-only: changes happen in Workspace.
ZetCampaigns doesn't use any shared integrations yet.
ZetCampaigns access changes
Every level change in ZetCampaigns, made here or in Workspace › Users. Undo puts the previous level back.