Groups | Manage your Zoho account - Zoho Accounts

Groups

Groups tab in Zoho Accounts is used for creating personal groups among both users of organizations and external users. When a personal group is created in your Zoho account, it will be listed in some of your Zoho applications. Zoho Mail, Zoho Creator, and Zoho Calendar use these personal groups predominantly. These service teams can provide their own implementations. For example, Mail Streams in Zoho Mail. 

On creating a group, you become the group admin by default, where demoting yourself is not possible. The other users you add will have the Member role by default. You can later assign the Moderator role to required users. The permissions assigned to admins, moderators, and members are summarized below:

Permissions
Admin
Moderator
Member
Edit group details
Invite person to a group
Delete a group
Unsubscribe from a group
Convert a member to moderator
Delete a group member
Reinvite or delete an invitation

Some points to note:
  1. The people you invite will receive an invitation to their email address. Only on accepting, they get added to the group as members.
  2. A maximum of 10 invites can be sent within 24 hours. Each invite can include multiple users.
  3. The maximum member limit for a group depends on the data center (DC) your account belongs to. For example, a maximum of 150 members can be added to a group that belongs to the US data center. And for all other DCs, the maximum members limit is 30 only.

How to create a group?

The organization policy can decide who could create groups.
  1. Sign in to accounts.zoho.com
  2. Click Groups in the left menu.
  3. Click Create.
  4. Enter Group Name.
  5. (Optional) Enter Group Description.
  6. Select the members to add using the Initial Members dropdown.
    Info
    Only your personal contacts can be added as members while creating the group. To add people who are not your contacts, refer to the next section.
  7. Click Create.

How to invite users who are not in your Contacts?

  1. Sign in to accounts.zoho.com.
  2. Click Groups in the left menu.
  3. Select the group and click the invite icon.
  4. Enter the email addresses of the people to invite.
  5. Click Invite (If the invited user doesn't have a Zoho account, they will be asked to sign up).

How to edit group details?

  1. Sign in to accounts.zoho.com.
  2. Click Groups in the left menu.
  3. Select the group and click the edit icon .
  4. Edit the group details.
  5. Click Update.

How to unsubscribe from a group?

  1. Sign in to accounts.zoho.com.
  2. Click Groups in the left menu.
  3. Select the group and click .
  4. Click Continue to unsubscribe from the group.

How to convert a group member into a moderator?

  1. Select the group and go to the Members tab.
  2. Hover over the member and click the more options icon .
  3. Click Make Moderator.

How to delete a group member?

  1. Select the group.
  2. Go to the Members tab.
  3. Hover over the member and click the more options icon .
  4. Click Delete.

How to reinvite or delete a pending invitation?

  1. Select the group.
  2. Go to the Pending Invitations tab.
  3. Hover over the invite and click the more options icon.
  4. Select Reinvite or Delete.

How to delete a group?

  1. Sign in to accounts.zoho.com.
  2. Click Groups in the left menu.
  3. Select the group and click the delete icon .
  4. Click Continue to delete the group.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Why am I unable to invite some members to a group?

                                                                                                                          When you're trying to invite users to a group, you might encounter the error that some members couldn't be invited. This could be due to one of the reasons listed below: The invited email address is invalid. The invited email address is a group alias ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources