Spotlight series 01: Understanding User Roles in ShowTime

Spotlight series 01: Understanding User Roles in ShowTime

Hello everyone!
 
The ShowTime team believes that empowering our users, with better resources and techniques to use our product, helps them achieve greater productivity. With this in mind,  So, here's our Spotlight feature post on "Understanding User Roles". 


 
Zoho ShowTime is designed for your entire team. You can manage them from ShowTime's Admin Console and assign specific roles to each member. Understanding how each account privilege works helps users efficiently organize their trainers and utilize ShowTime to it's full potential. 

Super Admin: This user is the head admin and owner of the account—the one who pays the subscription. A Super Admin has the freedom to designate admins, members, and trainers, and swap their roles at anytime.




 
The Super Admin can assign two different roles to the users and each role has varied privileges. Here's how each role functions:
 
1. Trainer: A user with this license has a remote attendee limit that's based on their subscription plan, along with access to the recording feature and detailed audience engagement analytics.



2. Admin: This role holds complete control over the Admin Console. They can conduct sessions, add new users to the organization, and change the roles of users at anytime. For instance, Jack the Admin can make Lucy a trainer today, a member tomorrow, or an admin the day after.




The number of trainers and admins in a portal is based on the Trainer Licenses available in the account. By default, 2 Trainer Licenses are offered as part of every subscription plan. To add more trainers or admins to your team, you can purchase Trainer Licenses as add-ons.

When the number of trainer licenses exceed the number of trainers in your organization (For eg. you purchased 5 trainer licenses and added 5 trainers, but downgraded to 3 trainer licenses and now have 2 excess trainers in your organization), you will be prompted to remove the excess trainers within a day. 

The excess trainers will be chosen and downgraded to a member role based on their past and upcoming sessions, and the date of joining your organization.

Member: A user in this role can conduct remote sessions for up to five attendees (regardless of their subscription plan), but has no access to the session recording feature or detailed analytics.


 
Co-trainer: Co-trainers are people from your organization who can be added to your live remote sessions to act as moderators. They can assist you in answering questions, engaging your participants via chat, and even deliver a segment of the training session.

Guest trainer: ShowTime allows you to invite domain experts or external trainers as guest speakers directly to a training session. This helps you add a fresh perspective to your trainings, reach a wider audience, and enhance the learning experience offered to your trainees. Please note that guest trainers are speakers who are not part of your account portal (as opposed to co-trianers who are part of your ShowTime organization). 


To learn more, click here. For any queries, write to us at support@zohoshowtime.com





    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Video tip 02: Customize your feedback and evaluation forms in Zoho ShowTime

                                                            Hello everyone,  Here's a new video tip for all our ShowTime users. Today we will learn few quick, effective ways to evaluate your participants and assess your trainings conducted on Showtime, like MCQs (multiple choice questions), text-boxes, and ratings scale.   Watch the below video to learn how these assessment systems help you effectively evaluate course-related knowledge and skills of your trainees on a regular basis.      Follow this page to learn more such tips and stay updated on all the
                                                          • Video tip 05: Host training courses under your own personalized domain and white-label your email communications.

                                                            Hello everyone,  As a trainer, having your own domain name increases your brand's positioning and reach through search results on top search engines like Google, Yahoo, and Bing. Prospective customers will more readily pay for courses from an organization with a professional, established online presence. A custom domain establishes you as a leader in your area of subject expertise, helping you promote your courses and build brand recognition with your global audience.   In today's video tip, we at
                                                          • Video tip 04: Do you want to set up repeated training sessions at regular intervals? Learn how.

                                                            Hello everyone,    Sometimes it is difficult to organize and manage your everyday work and training sessions. Scheduling recurring or repeated sessions can be even more time-consuming as you need to create and maintain the training content, schedule multiple time slots for the training, manage registrants across each session, and more.    Zoho ShowTime offers a smarter option for these cases that only takes a few clicks. Play the video below to learn how to use the same presentation content and set
                                                          • Spotlight 03: Connect and deliver more effective trainings with ShowTimes' Viewer app

                                                            With the growing need for virtual classroom learning, the use of mobile and tablet software is quickly becoming the most convenient way to share knowledge between educators and students. According to a 2018 study, nearly 67% of digital learners now use mobile devices to complete their online coursework. Additionally, smartphone learners complete course material 45% faster than those using a computer.  Considering these facts, we now introduce our next community spotlight series that will focus on Zoho
                                                          • Video tip 1: Record and share trainings on Zoho ShowTime.

                                                            Hello everyone,   We are excited to launch our video tip of the month series within our ShowTime's community, aimed to help our trainers and educators with brief and practical tips on delivering more effective and comprehensive training.   In this month's video tip, we will show you how to record your training sessions quickly and share them with your attendees and other prospective learners externally. We hope this tip was useful. ShowTime also allows you to automatically record your live trainings


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ





                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

                                                                                                            Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received
                                                                                                          • Can't join canal Developers Zoho User

                                                                                                            Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?
                                                                                                          • Desk Email reply - set default font / use custom font

                                                                                                            Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is
                                                                                                          • PDF Templates - Checkbox Borders

                                                                                                            Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single
                                                                                                          • Zoho CRM's custom views are now deployable from sandboxes

                                                                                                            This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environment
                                                                                                          • Generate a link for Zoho Sign we can copy and use in a separate email

                                                                                                            Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
                                                                                                          • Settings Icon No Longer in ZOHO Desk?

                                                                                                            In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?
                                                                                                          • Introducing the all-new email parser!

                                                                                                            Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
                                                                                                          • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

                                                                                                            Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer
                                                                                                          • Function #20: Custom calculation in item table of invoices

                                                                                                            When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would
                                                                                                          • CBSA - GST CHARGES on imports

                                                                                                            Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on
                                                                                                          • Simplified Call Logging

                                                                                                            Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
                                                                                                          • Sub form doesn't as formula field

                                                                                                            Is it possible to get formula field in sub form in futures?
                                                                                                          • Week date range in pivot table

                                                                                                            Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
                                                                                                          • How do I get Status History data of my Projects?

                                                                                                            I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?
                                                                                                          • Is it possible to hide fields in a Subform?

                                                                                                            Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
                                                                                                          • Weekly Tips :Instantly find what you need with Attachment Viewer

                                                                                                            Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between
                                                                                                          • Putting Watermark on Zoho Sheet

                                                                                                            Can this be done?
                                                                                                          • Missing Zoho Desk integration option for form workflows

                                                                                                            According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.
                                                                                                          • Gantt for 2 or more projects

                                                                                                            Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.
                                                                                                          • Integrating a Zoho Project Gantt Chart into Reports

                                                                                                            Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks
                                                                                                          • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

                                                                                                            Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check
                                                                                                          • Gantt Chart - Zoho Analytics

                                                                                                            Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
                                                                                                          • Displaying related quotes in sales order and back

                                                                                                            Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
                                                                                                          • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

                                                                                                            We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong
                                                                                                          • Clearing Fields using MACROS?

                                                                                                            How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
                                                                                                          • Migrating a Zoho Forms form into Zoho Creator

                                                                                                            Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad
                                                                                                          • Is there any way to recall an email sent using Zoho CRM?

                                                                                                            If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.
                                                                                                          • Quick Create needs Client Script support

                                                                                                            As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
                                                                                                          • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                            so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                                                                                          • Problem with reports due to "Connected" items change - Yes this IS a problem

                                                                                                            Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items
                                                                                                          • Introducing notifications in the vendor portal

                                                                                                            Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version
                                                                                                          • CRM limit reached: only 2 subforms can be created

                                                                                                            we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.
                                                                                                          • LESS_THAN_MIN_OCCURANCE - code 2945

                                                                                                            Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun
                                                                                                          • How to update "Lead Status" to more than 100 records

                                                                                                            Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
                                                                                                          • Analytics for notes created

                                                                                                            Is there a way I can see how many notes were created per day? Via reporting or analytics?
                                                                                                          • Add Custom Reports To Dashboard or Home Tab

                                                                                                            Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
                                                                                                          • No TDS Deduction

                                                                                                            In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we
                                                                                                          • Cannot update Recurring_Activity on Tasks – RRULE not accepted

                                                                                                            Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"
                                                                                                          • Add image to report...

                                                                                                            Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add
                                                                                                          • Next Page