Inviting guests and restricted guests in Zoho Connect

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 the Setup page either by adding individual email addresses or by bulk import.

To invite by mail:

  • Click Settings from the gear icon dropdown menu in the top-right corner of your screen.
  • Under Users & Profiles, click Manage Users.
  • Click Invite users.
  • In the window, select Guests or Restricted Guests.
  • Enter their email addresses, separated by a comma.
  • Click Send Invite when done.

    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            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 ...
                                                                                                              • 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, ...
                                                                                                              • 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 ...
                                                                                                              • 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 ...
                                                                                                              • Inviting users to the network in Zoho Connect

                                                                                                                Overview As a network admin, you can invite members to your network by simply entering their email addresses or uploading a .csv file with the email list. Who can invite users? Only network admins can invite users to the network. If your admin ...
                                                                                                                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