Groups
Setting group permissions
Feature availability Overview Group permissions in Zoho Connect help admins control what different roles can do within a group such as creating posting, making tasks, creating surveys, creating manuals, changing the idea status, starting a broadcast, ...
Viewing group insights in Zoho Connect
Feature availability Overview This feature helps admins track engagement, activity, and growth within a group. It provides key data to understand how members interact and how the group is performing over time. Who can view the group insights? Only ...
Group dashboard in Zoho Connect
Feature availability Overview Group Dashboard is your go-to tool for managing and improving group collaboration, making teamwork smoother and more productive. How to enable group dashboard Go to the group where you'd like to enable the dashboard. ...
Managing moderation in Groups
Overview Moderation allows you to foster a positive and engaging interaction in a group. Once you enable moderation in the group, all posts and comments made in the group will require the approval of the moderator before publishing. Who can enable ...
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 ...
Changing group access type in Zoho Connect
Changing group access type Click the three dots (...) icon near the group header. From the dropdown, select Settings. Under the General tab, you can change the group access type as Public or Private based on your requirements. Once you select the ...
Locking, archiving, and deleting a group in Zoho Connect
Overview In Zoho Connect, you have the option to lock, archive, or delete a group whenever required. Locking a group Locking a group stops all further activities in it, but if it's a public group, it'll still be listed in the Public Groups section. ...
Changing group name and description
How to change the group name and description Click the three dots (...) icon near the group header. From the dropdown, select Settings. Under the General tab, edit the group name and description. When you're done, click Save. Changes will not reflect ...
Request to join Groups
Feature availability Overview Using the request to join option in Zoho Connect, admins can manage who can join their new and existing Groups. How does the request to join option work? When the request to join option is enabled, any user trying to ...
Creating an All-hands Group
Feature Availability Overview With the All-hands Group option in Zoho Connect, you can create a Group with all network users in a few quick steps. This is ideal for sharing company-wide announcements, newsletters, and important updates from the CEO ...
Creating categories for Groups in Zoho Connect
Feature Availability Overview Keep your left menu organized and clutter-free by creating categories for your Groups. This also helps with easy and quick navigation. For example, you can create a category like "frequently used" and put the Groups you ...
Whitelist Users in Groups and Company Wall
Feature Availability Overview Using the whitelisting option, admins can permit selected users to bypass moderation and post directly on the group or company wall. This ensures posts from authorized users are shared without any delays while ...
How to restore a deleted Group?
Only network admins can restore a deleted Group. If you are a network admin, you can restore a deleted Group by following the steps below: Click Groups from the main menu in the left. Click the ellipsis (...) in the bottom-left part of the page. From ...
Removing users from a group
To remove users: Click the Member count on the top-right side of the Group page. In the pop-up window, the Group members get listed. Click Manage in the top-right side of the window. Click the Remove icon, seen on the left, near the profile thumbnail ...
User roles in a group
Overview In Zoho Connect, we have three roles for groups- admin, moderator, and member. Admin A person who creates the group is by default the admin of the group. A group admin can, Add and remove members anytime Enable and disable built-in apps ...
Adding members to a Group
To add members, follow the steps below: Go to the specific Group. Click the ellipsis (...) found next to the Group name. From the drop-down select Add Members. Select members to be added and click Add. Accessing the built-in apps. Group members can ...
Managing apps for a group.
Depending on the purpose of your group, you can enable/disable specific apps for your group. Apps available at the group level Custom Apps: With a simple drag and drop interface, use intelligent forms to build an app that helps automate some of your ...
Creating a Group in Zoho Connect
Why create a group? Group is a dedicated space perfect for teams to collaborate, share updates, and manage work more effectively. With built-in apps, admin settings, and moderation controls, groups help teams to communicate better, work faster, and ...