Welcome to Portal

?Unknown\pull-down

Welcome to Zoho Cares

Bienvenido a Soporte de Zoho

Search our knowledge base, ask the community or submit a request.

Users

Notes
Zoho Quartz for Partners is currently in its beta phase and available on an on-demand basis. Interested Zoho Partners can request early access by sending an email to quartz-support@zohocorp.com.

In a nutshell

The Users page in Zoho Quartz allows for effective user management within your workspace, ensuring that the right people have the appropriate access to the organization's information. Additionally, when adding organization users, you can assign them to departments as either admins or members.

Availability

This feature is accessible to admins who oversee user roles and permissions within the Quartz workspace. This feature is available across all DCs(US, EU, IN, AU, CN, JP, SA, and CA)

Overview

Users are members of your organization authorized to interact with feedback utilized in your workplace. The Users page provides a streamlined interface for managing these individuals.

Working with Users

Zoho Quartz allows admins to establish roles-based access control within their workspace. The User page provides admins with a comprehensive list of all users in the workspace, including their email addresses, the departments they have access to, and their status.

Admins can grant their users any one of the three distinct roles: 
  1. Member - Allows read-only access.
  2. Moderator - Allows read access and the ability to create departments.
  3. Admin - Provides full read/write access.
While adding a user, admins can also specify the departments they should belong to, assigning them either Admin or Member roles within those departments.

Adding a user

To add a user, 
  1. Click the Add User button. The Add Users pane will be displayed.

  2. Enter the user's email address. 
    Note: You can also add multiple users simultaneously by entering their email addresses separated by commas.
  3. Select the appropriate role for the user: Member, Moderator, or Admin.
  4. Under the Add User as Admin section, select the departments where the user should have admin access. Similarly, specify the departments to which they should be assigned as members.
  5. Click Save to complete the process.

User listing

In the user listing section, all users added to the workspace will be displayed with the basic details like Name, Email Address, Workspace Role, Accessible Departments, and Status). 

You can filter users using the filter option. Search for a user by name or narrow it down using the email address. You also have the option to filter by user role (Member, Moderator, or Admin) or status (Active or Inactive).

Helpful?00
Updated: 1 month ago
Share :