Notebook Business Admin Controls

Notebook Business Admin Controls

Overview

Zoho Notebook Business provides administrators with centralized controls to manage users, storage, AI access, collaboration, and organizational security from a single admin console.

As an administrator, you can:

  • Invite and manage users
  • Allocate storage to individual users
  • Assign or revoke Notebook AI access
  • Remove users while retaining organizational data
  • Configure organization-wide policies

These controls help ensure that your organization's Notebook environment remains secure, organized, and easy to manage as your team grows.

Who Can Access Admin Controls?

Only users with the Administrator role can access the Notebook Business Admin Console.

Regular members can create, edit, and collaborate on notes based on the permissions granted to them, but they cannot manage organization settings or other users.

Access the Admin Console

  1. Sign in to your Zoho Notebook Business account.
  2. Click your Profile icon.
  3. Select Users & Permissions.
  4. The Admin Console opens with organization management options.


Manage Users

Administrators can invite new members, modify existing users, assign roles, and remove users when required.

Invite a User

  1. Open the Admin Console.
  2. Navigate to Org Users.
  3. Click Add User.
  4. Enter the user's email address.
  5. Assign an appropriate role.
  6. Send the invitation.



The invited user will receive an email to join your Notebook Business organization.

Import Users in Bulk

For larger organizations, administrators can onboard multiple users simultaneously.

  1. Open the Admin Console.
  2. Go to Users.
  3. Select Import Users.
  4. Upload the supported CSV file containing user information.
  5. Review the detected users.
  6. Confirm the import.

Invitations will automatically be sent to all imported users.



IdeaTip: Ensure that email addresses are valid before importing to avoid invitation failures.

User Roles

Administrators can assign different roles depending on the responsibilities of each member.

Typical roles include:

  • Administrator
  • Member

Administrators have complete control over the organization, while Members can access notebooks and Teamspaces according to the permissions assigned to them.

Assign Premium Features

Notebook Business administrators can control access to premium Notebook features for individual users. This allows organizations to provide advanced capabilities only to users who require them.

To assign Premium features:

  1. Open the Admin Console. 
  2. Navigate to Users. 
  3.  Locate the required user and click the More Options menu.
  4. Enable or disable the Premium Features access. 
  5. Save your changes. 

The user will receive access to Premium features immediately after the access is assigned.

Assign and Manage Notebook AI for Users

Notebook AI access can be managed individually for each user.

Administrators can:

  • Assign AI access to eligible users.
  • Revoke AI access when no longer required.
  • Reassign available access to different users.

To manage AI access:

  1. Open the Admin Console.
  2. Navigate to Users.
  3. Locate the required user and click the More Options menu.
  4. Enable or disable the Notebook AI access.
  5. Save your changes.

Changes take effect immediately after assignment.



NotesNote: Premium and Notebook AI feature access are limited to the number included with your Notebook Business subscription.

Remove Users

When an employee leaves the organization or no longer requires access, administrators can remove them from Notebook Business.

To remove a user:

  1. Open the Admin Console.
  2. Go to Users.
  3. Locate the required user and click the More Options menu.
  4. Click Delete User.

The user immediately loses access to the Notebook Business organization.

Frequently Asked Questions

1. Who can access the Admin Console?

Only organization administrators can access Notebook Business administrative controls.

2. Can I import multiple users at once?
Yes. Administrators can use the Import Users option to invite multiple users through a CSV file.

3. Can I change a user's storage allocation later?

Yes. Storage allocations can be modified at any time, provided the total allocated storage does not exceed your organization's available storage.

4. Can I assign Notebook AI only to selected users?

Yes. Notebook AI access can be assigned individually, allowing you to provide AI capabilities only to users who require them.

5. What happens when I remove a user?

The user immediately loses access to the Notebook Business organization. Administrators should ensure that any important organizational data is retained or reassigned according to the organization's offboarding policy before removing the user.

6. Can I change a user's role after inviting them?

Yes. Administrators can update user roles whenever required through the Users section of the Admin Console.

Need More Assistance?

If you have any questions or need help with Zoho Notebook Business, we're here to help. Feel free to contact our support team at support@zohonotebook.com, and we'll be happy to assist you.

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