Notebook for Business Admin & User Control

Notebook for Business Admin & User Control

Notebook for Business provides a comprehensive overview of administrative and user controls. It details the roles, permissions, and configuration options available to both administrators and users, ensuring effective collaboration and secure data management.


Admin Controls  


Admin Roles & Responsibilities  

  • Manage user accounts and permissions
  • Configure organizational settings
  • Manage subscription and billing information


User Management  

  • Add Users: Invite users via email or bulk import
  • Assign Roles: Set users as Admin or Member
  • Remove Users: Revoke user access when required

   

Adding Users  


To add users, follow these steps:

  • Navigate to the Profile Icon located at the top-right corner of the interface.
  • Select User & Permission from the Menu.
  • Alternatively, you can directly access the Admin Console page via this [link].
  • Click on the Add Users button.
  • Enter the email addresses of the users you want to invite.
  • Assign the appropriate role (Admin, or Member) to each user.
  • Click Invite to send the invitation.


The invited users will receive an email to join the Notebook platform. Once they accept the invitation, they will be added to the system with the assigned role.


Assign Roles   


Once the user accepts the invitation, they will be listed under the Active Users section. To assign or modify user roles, follow these steps:

  • Navigate to the Admin Console page.
  • Identify the user under Active Users.
  • Click on the user's Role displayed in the list.
  • Choose the desired role (Admin, Member) from the drop-down menu.
  • The selected role will be updated automatically.


Additionally, to make a user Premium, click on the More Options icon (three horizontal dots) next to the user's name and select Make Premium from the dropdown menu.


Remove Users 


To remove a user, follow these steps:

  • Go to the Admin Console page.
  • Locate the user you wish to remove from the list.
  • Click on the More Options icon (three horizontal dots) placed at the right to the user’s name.
  • Select Delete User from the drop-down menu.
  • Confirm the removal when prompted.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            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

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    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 Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                            • Related Articles

                                                                                                                            • Notebook for Business

                                                                                                                              Notebook for Business is extensively crafted for Business users and their use cases. With this plan, you get: 1 TB storage up to 10 users Notebook Business gives you an enormous 1 TB storage plan for all your notes which is applicable for up to 10 ...
                                                                                                                            • Zoho Notebook for Zoho Cliq

                                                                                                                              Introduction Would you like to add your conversations or take notes while in a meeting on Cliq? We’ve got you covered! Zoho Notebook, your all-in-one note-taking platform, supercharges your productivity with a suite of powerful features. Meanwhile, ...
                                                                                                                            • Notebook and Zapier integration

                                                                                                                              Connect your favorite apps together with Notebook and Zapier integration. If you use Zapier to get things done then use Notebook and Zapier integration to allow data to flow from your favorite apps without any hassle. Before you begin Only registered ...
                                                                                                                            • Notebook Pro Lite

                                                                                                                              Are you a person who wants to take notes on the go like setting reminders, sharing wishes, or write travel itineraries? Try Notebook Pro Lite. With its remarkable features one can organize their daily activities and perform tasks with ease. With this ...
                                                                                                                            • Why should you use Notebook?

                                                                                                                              Notebook is a general purpose note-taking tool for all your needs. Be it your daily list or your office documents or an new idea on your mind, Notebook helps you to keep and organize everything at a single place and across all your devices. Notebook ...
                                                                                                                              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