Inviting users to a Network

Inviting users to a Network

Overview 

Network admins can invite members, guests, by typing their email addresses or by uploading a.csv file containing the addresses. 

Who can invite users to a Network?

Only the network admins can invite users to a Network.
In case the admin hasn't verified their account, they'll need to complete the verification before inviting people.

How to invite users to your network? 

  1. Click the gear icon  from the menu in the right.
  2. From the dropdown, select Invite Users.
            
  1. In the pop-out, select the required user type (Members/Guests/External Users) from the listing seen on the left.
  2. Enter the email addresses of the users, separated by a comma.
  3. You can upload a.csv file containing the email addresses of users to be invited by clicking Import Users.
  4. Once uploaded, the email addresses will be listed out. 
  5. Select Boards/Groups that you would like to add members to.


            
  1. For Guests, select the default Groups and Boards they can access. Please note that Guests/External Users will be able to access just the Groups and Boards you add them to.
  2. Click Send Invites. 

    Click here to know more about the types of users within a network.
Users can be a part of only one internal network at a time. They can, however belong to any number of external networks.
Click here to learn about the possible reasons for a failed user invite and its solutions.

    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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • Inviting users in bulk

                                                                                                                Overview Zoho Connect supports inviting users in bulk using Comma Separated Values (CSV) files. You can import users by uploading a CSV file that contains the email addresses of users to be invited.   Who can invite users in bulk?  Only the network ...
                                                                                                              • Types of users in a Network

                                                                                                                Overview The user roles in Zoho Connect differ based on the network type. Internal networks have admins, members, and external users. Whereas, external networks have admins, members, and guests. Internal Network Network Admins Network admins are the ...
                                                                                                              • Importing users and tasks

                                                                                                                Importing Users to a Board You can add users in your network to a board by uploading a csv file with their email addresses. Click the menu with three dots in the top-right corner of your Board header. From the dropdown, select Import Users. Upload a ...
                                                                                                              • Inviting Guests

                                                                                                                The network admins can add guests and restricted guests by Mail or by Bulk Import. An invitation email will be sent to them and on accepting it, they will be given access to the network. Guests and restricted guests can be added to your network from ...
                                                                                                              • Network Analytics

                                                                                                                Overview Analytics helps you to track, measure, and gain insights on how users are interacting within your network.  Analytics has seven different tabs: Users: See the number of members, guests, and external users in your networks. You can also view ...
                                                                                                                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