How to share workspaces?

Share your workspace




You can share your workspace with your colleagues and user groups in two ways.

1. Click the share icon located on each workspace under the Workspace tab.



2. You can use the checkboxes to the left of the workspace names in the list view to multi-select and share multiple pipelines at one go.




3. You can also share a workspace from the Workspace details page.

Click on the workspace that you want to share. In the Workspace details page, right-click the ellipses icon, and select the Share option. 



You can share your workspace with Individual users or Groups by entering the user's email or group name.

To share your pipeline with individual users and groups

1. Provide the email address(es) under the Enter the user email or group name box to share your workspace with a new user.



2. You can also add the existing users or groups in your contacts by clicking the Pick users/groups option from the top right corner of the sharing panel.

3. Search for the user name or group name in the contact list and click the  icon to add them.

Note: Entering a user name or group name under the Enter the user email or group name box will show a list of matching contacts or groups for you to choose from.



4. Select the Send email notification to users checkbox to send an invitation mail when a workspace is shared with new users or groups.

5. Click Share to share your workspace with the users or groups. The workspace has been successfully shared. You can also use the Edit option under Shared details to make changes or remove a user or group from accessing the workspace when needed. However, you can manage the access to entities from the User Management tab under Settings.



InfoClick the  button if you want to stop sharing your workspace with the users or group.
Note: Click the info icon next to the group name to view the members of a group.

 

You can share your workspace with a new set of users by creating a group.

 

 To create a new group 

1. Click the Create new group button from within the Share workspace dialog box.

2. Enter a name for the new group.

 

3. Input the email address and press enter to add users to the group.
Note: You can also enter a name under the Enter user emails box and choose from the list of matching contacts.


 

3. Click Create to create your new group.




SEE ALSO
Learn more about the workspace details page
Manage your shared entities and users

    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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • Share with support

                                                                                                                Zoho DataPrep allows you to share your pipelines and workspaces with our support team for troubleshooting. Sharing of data with the support team is strictly regulated by Zoho's data privacy policy and GDPR compliance. Important: Please make sure you ...
                                                                                                              • Share ruleset template

                                                                                                                Ruleset templates are rulesets from various pipelines saved for reuse. You can share your ruleset with other users and groups when they are saved as templates. To save rulesets as templates 1. Open your pipeline, the required stage and click the ...
                                                                                                              • 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 ...
                                                                                                              • User roles and permissions in Zoho DataPrep

                                                                                                                Zoho DataPrep has two roles—Account admin and Organization admin that are not entity-based. Let us explore each of them. User roles in DataPrep Account admin Organization admin Workspace shared user Pipeline shared user Account admin Account admin in ...
                                                                                                              • Workspace details page

                                                                                                                The workspace details page lists all relevant information about the workspace and its child entities. It includes details on the pipelines, ruleset templates, and pipeline templates within the workspace. Let us take a look in detail. Workspace ...
                                                                                                                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