Managing members in your Network

Managing members in your Network

Overview  

In Zoho Connect, you can manage users directly and perform key actions such as editing their information, managing their group and board memberships, reporting or disabling their account. You can perform these actions from the admin panel as well.

Accessing a user's profile  

  1. Click the people icon in the right side menu.



  2. On the Members page, select the user you want to manage.

  3. Click their name or profile picture to open their profile.



  4. Click the three dot (...) icon in the top-right corner of the profile.



  5. Select the action you want to perform from the dropdown.


Notes
 You can also access a user's profile from the search bar or by clicking their name in any post or comment.

Available user management actions  

Edit profile  

  1. Select Edit Profile from the dropdown.



  2. In the pop-up, update the user's details such as their name, about me, date of joining, birth date, employee ID, skills, or interests.



  3. Click Save.

Manage groups  

  1. Select Manage Groups from the dropdown.



  2. In the pop-up, switch between the All Groups and User Groups tabs to view or manage the user's group memberships.

  3. Click the gear icon next to a group to:   

  • Manage - Opens the group's settings page

  • Make Admin - Assigns the user as an admin of that group

  • Remove from Group - Removes the user from that group

  1. To add the user to a new group, go to the All Groups tab and click Add to Group.


Manage boards  

  1. Select Manage Boards from the dropdown.



  2. In the pop-up, switch between the All Boards and User Boards tabs to view or manage the user's board memberships.

  3. Click the gear icon next to a board to:

  • Manage - Opens the board's settings page

  • Make Admin - Assigns the user as an admin of that board

  • Remove from Board - Removes the user from that board


  1. To add the user to a new board, go to the All Boards tab and click Add to Board.

Manage manuals  

  1. Select Manage Manuals from the dropdown.



  2. In the pop-up, switch between the All Manuals and User Manuals tabs to view or manage the user's manual memberships.

  3. Click the gear icon next to a manual to:

  • Manage - Opens the manual's settings page

  • Make Admin - Assigns the user as an admin of that manual


  1. To add the user to a new manual, go to the All Manuals tab and click Add to Manual.


Report user  

  1. Select Report User from the dropdown.



  2. In the pop-up, write a brief note explaining why you're reporting the user (up to 250 characters).



  3. Click Submit.

Disable user  

  1. Select Disable this User from the dropdown.



  2. In the confirmation pop-up, click Yes, disable users.



Notes
A disabled user won't have access to the Zoho Connect network but can still access other Zoho services they're part of. Only admins can disable and re-enable users.

For any questions or concerns, email us at support@zohoconnect.com. We’re happy to help!