Setting group permissions

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, starting video conferences, managing integrations, managing files, and managing custom apps.
 

Who can set the group permissions?

Only group admins can set or modify permissions. However, all admins have full access by default, and can bypass any restrictions set in the group.
For example, if posting permissions are limited to members with the Manager role, group admins will still be able to post in the group.
Thus, admins can customize these permissions to suit the group’s purpose.
 
How to customize permissions in a group
  1. Go to the Groups you'd like to configure the permissions for.
  2. Click the three dots icon near the group header.
  3. From the dropdown, click Settings.



  4. Go to the Permission tab.



  5. Use the checkboxes to decide which roles can perform each action. Your changes will be saved automatically.



Info
For any apps that are disabled in the group, you won’t be able to change their permissions until the admin enables them again from the Apps tab.

Notes
You can personalize the permissions anytime you want.
We hope you find this help guide useful! For more information or feedback, get in touch with us at support@zohoconnect.com. We're happy to help!

        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          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 LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                    All-in-one knowledge management and training platform for your employees and customers.

                                              Create. Review. Publish.

                                              Write, edit, collaborate on, and publish documents to different content management platforms.

                                              Get Started Now




                                                                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


                                                                      • Desk Community Learning Series


                                                                      • Digest


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Glossary


                                                                      • Desk Marketplace


                                                                      • MVP Corner


                                                                      • Word of the Day


                                                                      • Ask the Experts


                                                                        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 Demo

                                                                                                          Get a personalized demo or POC

                                                                                                          REGISTER NOW


                                                                                                            Design. Discuss. Deliver.

                                                                                                            Create visually engaging stories with Zoho Show.

                                                                                                            Get Started Now








                                                                                                                                • Related Articles

                                                                                                                                • 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 ...
                                                                                                                                • 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 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 ...
                                                                                                                                • 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 ...
                                                                                                                                  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