Managing Users in a Network
Managing user profile fields
Overview Zoho Connects lets you create multiple user profile fields that are shown on the user's profile. This helps in creating a rich profile for every user with information regarding their skills, interests, and more. Who can manage the user ...
Changing a member's role
Overview Network admins can assign the admin role to any other member in the network and change it any time they want to. How to change a member's role? Click the gear icon from the menu in the right. From the dropdown, select Settings. ...
Removing External Users or Guests from your Network
Overview If an external stakeholder is no longer associated with your organization, you can remove them from your Network. The posts, comments, and integrations made by the person before you delete their account will still be available. Deleting the ...
Enabling a member's account
Overview The network admin can restore a disabled member's access to the Network at any time without sending any new invitation email. How to restore a disabled member's access to your Network? Click the gear icon from the menu in the right. From ...
Disabling a member's Account
Overview If a member has left your organization, you can disable their account to prevent them from accessing the Network. The posts, comments, and integrations made by the person before disabling will still be available. Disabling a Member's account ...
Replacing guests with external users in Zoho Connect's internal networks
Overview Since guests have a completely different login that the admin needs to set up (Client login), they could not be given access to Files, Custom Apps, Surveys, and Channels. There were technical limitations from the integrated services (Docs, ...
Understanding and Managing External Users
Overview The External User feature lets your team work together with users outside your organization like investors, consultants, and contract employees who do not share the same company domain as yours. These people can be added as external users to ...
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 ...
Display name preferences
Overview Select how the Network members’ names are displayed across your Network. Display name preferences option is available only for the Internal Networks. Who can change display name preferences? Only the Network admins can change the display ...
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 ...
Overview of Guest Access
Guest Access The Guest Access feature lets your team work together with external stakeholders like investors, consultants, contract employees, etc. by adding them as guests, or restricted guests to one, or more groups in your Zoho Connect ...
Adding Guests and Restricted Guests to a Group
Give guests and restricted guests access to groups related to their work. The network admin can add guests and restricted guests to groups, from the setup page. To add guests and restricted guests to a group from setup: Click Setup from the ...

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