Managing members in Manuals

Managing members in Manuals

Overview
In Manuals, you can add contributors to create and update content and assign admins to organize and manage the manual. Together, they help keep your manuals accurate, structured, and collaborative.

Adding a contributor

Contributor is an individual who takes care of the content part. They can write articles for manuals. You can add contributors to a manual in two ways.

1] While creating a manual,
  1. In the manual creation pop-up, enter the manual name and description.



  2. In Add contributors, search and select members or groups.
  3. Select where you want to create the manual.
  4. Click Create.

 

2] Adding contributor from settings

  1. Go to Manuals from the left menu.
  2. Click the manual you want to add contributors to.
  3. Click the three dots icon on the top-right side.
  4. From the drop-down, click Settings.



  5. In the Members tab, click the gear icon near the user profile who you want to add as contributor.



  6. In the drop-down, click Make Contributor.
Info

The new contributor will receive a notification and can start working on the manual.

 

Making someone as admin

Admin in Manuals is someone who has complete control over a manual. They can create and edit articles, assign roles to others, manage permissions, and organize the structure of the manual.

Adding an admin:
  1. Go to Manuals from the left menu.
  2. Click the manual you want to add contributors to.
  3. Click the three dots icon on the top-right side.
  4. From the drop-down, click Settings.



  5. In the Members tab, click the gear icon near the user profile who you want to add as contributor.



  6. In the drop-down, click Make Admin.

Removing Admin/Contributor from Manuals

You can remove an admin or contributor from a manual when they no longer need editing or managing rights. Once removed, they lose those privileges but can still access the manual based on its permissions.

Removing admin:
  1. Go to Manuals from the left menu.
  2. Click the manual you want to add contributors to.
  3. Click the three dots icon on the top-right side.
  4. From the drop-down, click Settings.



  5. In the Members tab, click the gear icon near the user profile who you want to remove as admin.



  6. In the drop-down, click Remove Admin.
 
Removing contributor:
  1. Go to Manuals from the left menu.
  2. Click the manual you want to add contributors to.
  3. Click the three dots icon on the top-right side.
  4. From the drop-down, click Settings.



  5. In the Members tab, click the gear icon near the user profile who you want to remove from the contributor role.



  6. In the drop-down, click Remove Contributor.

Hope this guide is helpful for you! For any queries or feedback, contact us at support@zohoconnect.com. We're happy to help!