Users
Zoho Quartz is currently in its beta phase and available on an on-demand basis. If you’re interested in early access, please reach out to us at 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 projects 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 role-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 projects they have access to, and their status.
Admins can grant their users any one of the three distinct roles:
- Member - Allows read-only access.
- Moderator - Allows read access and the ability to create projects.
- Admin - Provides full read/write access.
While adding a user, admins can also specify the projects they should belong to, assigning them either Admin or Member roles within those projects.
Adding a user
To add a user,
- Click the Add User button.
- Enter the user's email address.
Note: You can also add multiple users simultaneously by entering their email addresses separated by commas. - Select the appropriate role for the user: Member, Moderator, or Admin.
- Under the Add User as Admin section, select the projects where the user should have admin access. Similarly, specify the projects to which they should be assigned as members.
- Click Save to complete the process.
Alternatively, you can bulk import users to Zoho Quartz by uploading a file in the supported formats (CSV, XLS, and XLSX)
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 projects, 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).