How to manage users and groups in my organization?

User Management




Under the User Management tab, you can manage the organization admins, users and user groups of your organization. 

Organization admins

This section lists all the organization admins in your organization with their workspace details and present status.




Notes
This section is visible only to the Account admin of the organization in Zoho DataPrep. 
  1. If you are the Account admin of your organization in Zoho DataPrep, you can select the Organization admins tab to add or remove organization admins. 
  2. You can add admins to your organization using their email addresses.
  3. You can click the Add organization admins option to add admins to your organization using their email addresses. 


  1. You can view the workspaces created by each organization admin from the drop down under the Created Workspaces section.
  2. You can remove organization admins from the list using the delete option which appears upon hovering over the organization admins. 




Manage sharing based on users  

    • This section shows an overview of all the users in the organization with details such as which workspaces, pipelines, pipeline templates and ruleset templates are shared with them and their status.

           

    • You can remove users in bulk which will remove their access to workspaces, pipelines, pipeline template and ruleset templates.
    • You can enable or disable a user's access using the toggle switch under Status. This differs from deleting users in that it retains the share configuration (which access role they have to each workspace, dataset and ruleset template). This can be used as a temporary way to remove certain users and then reinstate them with the same workspace access they had before. 




    • Click the Add Users button and choose the workspace you want them to initially have access to.
    • Enter the users mail id and choose if you want to notify them with an invite mail.
    • Click Share
    • View the entity shared with each user from the drop down in the Shared items section.    

    NotesNote:
    1. You will need to create a workspace first to add users to your organization.
    2. You can also add comma separated email ids to add multiple users.

     

     Manage sharing based on groups  

     This section shows an overview of all the groups including details such as the workspaces, pipelines, pipeline templates and ruleset templates shared with certain groups and their status.

    • Click the  icon that appears when you hover over the user groups to manage users in an existing group. 



     


    • Remove users from the list using the  remove option.

     


    • Add users using the +Add more users option.

    Notes

    Org groups cannot be altered in Zoho DataPrep. Use Zoho Accounts to modify org groups.  

    • Click the Create a group button to create a new group.

    • Enter a group name under New group name textbox.

    • Choose users for the group from the Select users field. 



     


    • You can activate, deactivate, or remove multiple groups simultaneously.  

    • You can also click the edit icon next to a group to change its name. 


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