Using web tabs in Zoho Connect

Using web tabs in Zoho Connect

What is a web tab?

Websites that you use often can be added as web tabs and accessed from within your Zoho Connect network. 

Who can create a web tab?

Network admin can create web tabs that are accessible to all members in the network. Similarly, group admins can do it for their group members. All members can also create private web tabs—which are tabs that can be accessed only by the individual member.

How to create a web tab?

Creating a web tab for the entire network
  1. Click the button with the ellipses (More option) from the menu in the left.
  2. From the dropdown, select Add new web tab.

  1. Fill in the name, description, URL. While entering the URL, please ensure that the website you are trying to add supports the loading of its content within another app.
  2. Set the permission to Public to make it accessible to everyone in the network.
  3. Once done, click Save.
The tab you create will appear in the left menu for all members.

Creating a web tab within the group
  1. Open the group you'd for which you'd like to add a web tab.
  2. Click the + icon seen in the top-left part of the group, just below the header.

  1. Fill in the name, description, URL. While entering the URL, please ensure that the website you are trying to add supports the loading of its content within another app.
  2. Once done, click Save.
The newly created tabs will appear just below the group header for all group members.

Creating a private web tab
  1. Click the button with the ellipses (More option) from the menu in the left.
  2. From the dropdown, select Add new web tab.

  1. Fill in the name, description, URL. While entering the URL, please ensure that the website you are trying to add supports the loading of its content within another app.
  2. Members can only create private web tabs, hence the permission is set as Private by default. Network admins will need to set the permission as private while creating their web tab.
  3. Once done, click Save.
Private web tabs can be accessed by the respective members from the menu in the left.

How to edit/delete a web tab?

  1. Open the web tab you would like to edit or delete.
  2. Click the gear icon in the top-right corner of the web tab.
  3. In the new pop-out, you can edit the name, description, and URL of the web tab.
  4. To delete the web tab, click the Advanced tab, and click the Delete web tab option.
  5. The web tab will be deleted on confirmation.

How many web tabs can be created within a network?

You can create as many web tabs you want, in your network—they could be public, private or group web tabs.
Web tabs can be created only if you are subscribed to Zoho Connect's enterprise plan.

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