User and group access

User and group access

Select the User and group access tab to manage sharing with users and groups.




Manage sharing based on users  

  • This section shows an overview of all the users in the organization with details such as which workspaces, datasets and ruleset templates are shared with them and their roles and status.
  • You can remove users in bulk which will remove their access to workspaces, datasets 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 option 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 and roles associated with each user from the drop down in the Shared items section.

  • You can change the user's role from the Users section in the Users and groups page or from your workspace later.      

Note:
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, datasets, ruleset templates shared with certain groups, their role in the workspaces, datasets, ruleset templates, and their status.

  • Choose the Groups option for Manage sharing based on.

  • Click the  icon to manage users in an existing group. 


 


  • Remove users from the list using the  remove option.

 


  • Add users using the +Add more users option.

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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