Understanding and Managing External Users
Overview
The external user feature is available only for internal networks.
Who are external users?
- They appear under the External Users tab in the People Directory.
- Their profile is visible to all network members.
- Their access is restricted to only what is explicitly allowed.
Access and permissions
Adding external users
Who can add external users to a network?
What they can access | What they cannot access or do |
Groups and boards they are added to | Create groups, boards, town halls, surveys, or manuals |
Network apps (based on enabled permissions) | Become admins of any group, board, or manual |
Network wall and forums (if allowed) | Access channels |
One-on-one chats after mutual contact approval | Access custom apps |
How to manage the permissions for External Users
- Click the gear icon in the right menu.
- Select Settings from the dropdown.
Under Policies, select Expand near External Collaborators.
Choose your preferences.
Pricing
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Managing permissions and apps in groups
How to configure user and post permissions in a group Click the three dots (...) icon near the group header. From the dropdown, click Settings. In the pop-up, go to the Permissions tab. Set permissions to allow everyone, admins, specific users, or ...Removing External Users 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 ...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 ...Creating and managing widgets
Who can create and manage widgets? Widgets can be created at three levels: the Company wall, the Group wall and the My Feed page. The network admin can create and customize the widgets section in the Company wall, the group admin has control over the ...Managing and organizing Files
Overview As a Network Admin or Group Admin, you can manage files at the respective Network or Group level. This includes sorting, duplicating, deleting, restoring, and organizing files to ensure the Files section stays structured and easy to ...