Comment organiser vos réseaux sur Zoho Connect
Qu'il s'agisse de communications internes, d'engagement des employés ou de leur offrir une expérience agréable, Zoho Connect, avec ses multiples fonctionnalités, est la plateforme flexible et évolutive qui aide l'ensemble de l'organisation à partager des idées, à tenir des discussions en temps réel et à travailler ensemble. Lors de la configuration du portail Connect de votre organisation, l'une des principales activités consiste à configurer les réseaux. Zoho Connect offre deux types de réseaux - interne et externe.
Réseaux internes
Un réseau interne est uniquement consacré aux employés d'une organisation afin de leur permettre de collaborer, de communiquer et d'accomplir leur travail. Un utilisateur ne peut faire partie que d'un seul réseau interne à la fois. Les membres ajoutés à un réseau interne doivent avoir le même domaine e-mail de l'entreprise.
Réseaux externes
Un réseau externe fonctionne de la même manière qu'un réseau interne, mais il est destiné aux membres extérieurs, tels que les partenaires, les vendeurs et les clients. Ils sont principalement un moyen pour les personnes de différentes organisations de se connecter et de disposer d'une plateforme commune de communication. Il faut que les utilisateurs externes aient un compte Zoho pour pouvoir être ajoutés à un réseau. Un utilisateur qui n'a pas de compte Zoho sera invité à en créer un lorsqu'il acceptera l'invitation.
Bon à savoir
- Les comptes d'utilisateurs externes sont gratuits et ne consomment pas de licence. Il est possible d'ajouter 5 utilisateurs externes par licence de membre.
- Seuls les administrateurs du réseau peuvent ajouter des utilisateurs externes.
- Il n'est pas possible de convertir un réseau interne en réseau externe, et vice-versa, car les deux réseaux ont des objectifs différents. Avant de configurer votre réseau, déterminez quel type répondra à vos besoins.
- Un membre d'un réseau interne peut se joindre à plusieurs réseaux externes. Il n'y a pas de limite au nombre de réseaux externes qu'un utilisateur peut associer.
Créer un réseau interne
Lorsque vous accédez à Zoho Connect en tant qu'administrateur dans la suite Zoho One, le réseau interne est créé de manière automatique.
Créer un réseau externe
- Allez sur l'icône de profil en haut à droite de la page.
- Mes réseaux (dans le menu) >> Ajouter un réseau
- Saisissez les informations demandées.
Modifier le nom et l'URL du réseau
Le nom du réseau est un identifiant unique à votre réseau et s'affiche dans les applications de bureau et mobiles. Seuls les administrateurs du réseau peuvent modifier le nom et l'URL du réseau.
- Allez sur paramètres à partir du menu de droite.
- Sélectionnez soit le nom du réseau, soit l'URL du réseau, en fonction du changement que vous devez effectuer.
Lorsque vous modifiez l'URL du réseau, les utilisateurs sont automatiquement redirigés de l'ancienne à la nouvelle adresse. Cependant, il est conseillé d'annoncer dans votre réseau et d'informer tous les membres de ce changement.
Inviter des utilisateurs à un réseau
Les administrateurs du réseau peuvent inviter les membres de manière individuelle ou en téléchargeant un fichier .csv pour une invitation groupée.
- Paramètres >> Inviter les utilisateurs
- Si vous êtes un utilisateur de Zoho One, vous pouvez inviter les membres de votre organisation à partir du module "Utilisateur" sous Directory.
- Pour inviter un utilisateur externe au réseau externe, Paramètres >> Inviter les utilisateurs >> Utilisateurs externes.
- Saisissez les informations qui s'affichent et envoyez les invitations.
Personnaliser les stratégies et autorisations
Chaque organisation est unique et ses politiques également. En fonction de ces politiques, les stratégies dans Zoho Connect vous permettent de décider qui peut créer des groupes, des canaux, des tableaux, et comment les utilisateurs accèdent aux informations dans le réseau.
- Paramètres >> Stratégies
- Sélectionnez le module que vous souhaitez configurer et personnalisez Zoho Connect en fonction de votre organisation.
Personnaliser les rôles
Vous pouvez utiliser des Rôles Personnalisés dans Zoho Connect, afin de donner aux individus la possibilité de gérer des éléments particuliers de votre réseau. Par exemple, vous pouvez donner la permission à un membre d'ajouter de nouveaux utilisateurs au réseau alors que vous pouvez l'empêcher de supprimer des utilisateurs. Les rôles personnalisés limitent la complexité administrative en répartissant les responsabilités de l'administrateur réseau à plusieurs utilisateurs.
Seul l'administrateur de réseau peut créer un rôle personnalisé.
- Paramètres >> Utilisateurs et contrôles >> Rôles et autorisations >> Créer un nouveau rôle personnalisé
- Saisissez un nom du rôle, décrivez brièvement les responsabilités des membres assignés à ce rôle et "Suivant"
- A partir des cases de sélection, déterminez le niveau d'accès pour le rôle (ce que les utilisateurs peuvent voir et sur quoi ils peuvent agir) et "Créer un rôle".
- A partir du nouveau rôle créé, vous pouvez attribuer les utilisateurs et modifier les permissions si besoin.
N'hésitez pas à nous dire comment vous utilisez Zoho Connect dans votre organisation. S'il y a des fonctionnalités particulières que vous voulez que nous traitions, faites-nous en part dans les commentaires ci-dessous.
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