Share your worskpace

Share your worskpace

You can share your workspace with your colleagues and user groups in two ways.
  1. Click the share icon located on the workspace's tile under My workspaces tab in your home page.


  1. 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 in the field as shown below and select the user's role.
User roles include Workspace admin, Data consumer and Data consumer (without personal data).




To share your project with individual users:

  1. Click the Pick users/groups option from the top right corner of the sharing panel. 
  2. Enter the email address and select the user's role from the drop-down or search for the user in the contact list.



      3. Select the checkbox to send an invitation mail when a project is shared with new users. 

You can Share columns with personal data while adding the user for a user with Data consumer role.
You can also update details of an existing user with whom you had shared the project previously by clicking the Edit link near the Shared details section. 


     
      4. You can select a user role from the list to update their role.



      5. Click the  button if you want to stop sharing your project with the user. 

      6. Click Save changes button to save the changes. 

To share your project with groups:

  1. Click the Pick users/groups option from the top right corner of the sharing panel. 
  2. Select the group from the drop-down or search for the user in the contact list.
A group's role can be one of the following:  Workspace admin, Data consumer, or Data consumer (without personal data).



      3. Select the checkbox to send an invitation mail when a project is shared with a group of new users.  

      4. You can Share columns with personal data by selecting a group and assigning the Dataset consumer role.  

            You can also update the details of an existing group with whom you had shared the project previously.

      5. You can select a group from the list to update its role or to change sharing personal data with that group.



      7. You can also click on the  button to stop sharing your project with a group.    

      6. Click Save Changes to save your changes to the selected group. 

You can share your project 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 project dialog box.
      2. Enter a name for the new group. 



      3. Add users to the group by entering their email addresses.



      4.  Select Create to create your new group. 

    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 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

                  Zoho SalesIQ Resources



                      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 your datasets

                                                            You can share your datasets with other users and groups in multiple ways.  Click the Share menu from the topbar of the Operations page to start sharing your datasets.   Alternatively, you can click the share icon from the Datasets tab on hovering ...
                                                          • Share ruleset template

                                                            Ruleset templates are rulesets from various datasets that are saved to be used again. You can share your rulesets with other users and groups when they are saved as templates.  To save rulesets as templates:       1. Open your dataset and click the ...
                                                          • Share with support

                                                            Zoho DataPrep allows you to share your datasets 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.  To share data with the Zoho ...
                                                          • Convert units

                                                            DataPrep offers special operations to meet unique requirements with transforming data. For example, if you need to share your dataset with different regions which use different standards of measurements, you can use the Convert units special ...
                                                          • Databridge in Zoho DataPrep

                                                            Zoho Databridge is a lightweight independent utility that connects your on-premise data source and Zoho applications to import data. In other words, you can quickly and securely transfer data from your internal network to Zoho applications.  With ...

                                                          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