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Reach

Who may do what in Reach

Reach has its own rights in a role, one part at a time. A person sees a Reach screen only with its View right, and changes it only with the right for that change.

Where

System › Setup › People › Roles › a role

Who

Anyone allowed to manage roles.
PartIts rights
Reach Overview and ReportsView
Reach SegmentsView · Create · Edit · Archive
Reach ComponentsView · Create · Edit · Archive
Reach CampaignsView · Create · Edit · Publish · Archive
Reach ChannelsView · Create · Edit · Archive · Send a test · Send to leads
Reach PointsView · Create · Edit · Archive
Reach StagesView · Create · Edit · Archive
Reach SettingsView · Edit
A role's Reach rights

Opening a campaign's builder also needs the right to view automations. A campaign works as its author: when the author loses a right it needs, the campaign is Blocked until the right is back. See Build a campaign's steps.

Reach's counts and lists hold only the leads the reader can see: for example Counted over the leads you can see. See Roles for giving a role its rights.

Questions

Where is “Who may do what in Reach” in Zyntra OS?

System › Setup › People › Roles › a role

Who can use “Who may do what in Reach”?

Anyone allowed to manage roles.