Team Collaboration - Frequently Asked Questions

Team Collaboration - Frequently Asked Questions

How to make audio/video calls on Zoho Social?
You can jump into quick audio/video calls with your teammates from the Posts, Collaborate, and the Reports tab from within the Zoho Social dashboard.

For more information, head to our help guide.
How to start a new chat thread on Zoho Social?
You can initiate a new conversation with your teammates from the Posts, Collaborate and the Reports tab within the Zoho Social dashboard.
Head to our help guide to know more about it.
How do I resolve any audio/video issues that crop up?
Make sure Zoho Social has the permission to access your microphone and camera to make an audio or a video call.

To change the Microphone settings,

  1. Click  icon, present on the address bar.
  2. Select Site settings.
  3. Under Permissions, click on Microphone, then from the drop-down menu, select Allow.

To change the Camera settings,

  1. Click  icon, present on the address bar.
  2. Select Site settings.
  3. Under Permissions, click on Camera, then from the drop-down menu, select Allow.


Can I start a new chat thread and make audio/video calls on iOS and Android?
Currently, you can only create a new chat thread and initiate audio/video calls on the Desktop application. However, this is on our product roadmap, and you can expect this feature very soon on iOS and Android platforms as well.
Who can see my discussions on Zoho Social?
All discussions around Posts, Connections, Mentions or Reports are shared with all members regardless of their role. But while initiating the discussion, you can choose to restrict viewership by clicking on the drop-down on the discussion tab. From there, you can choose* individual members or roles to involve only specific people in a discussion.

You can choose the Marketing team for instance, to discuss a campaign idea and get specific feedback on it. You can do so by clicking on the drop-down menu and choosing Custom Share. Here, you can add any specific team/teams that you want.

You can pre-assign these teams just as easily. Just go to Settings icon on the top right of your screen and choose 'Roles and permissions' from the long tab that appears. Here you can create specific roles like 'Marketing' or 'Intern' under which you can add members. And yes, you have the flexibility to change these settings even after a discussion has gone live. 

In case you've signed up for the Agency Plan for managing social media for multiple clients, you have the added option of sharing a discussion with both your clients and team members/roles simultaneously from the same drop-down visibility menu. 

All discussions - irrespective of the plan- can be accessed by the Admin of the portal.

What can I collaborate on using Zoho Social?
You can collaborate on different things from across Zoho Social - Posts, Connections, Mentions or Reports - and bring your whole team onboard the discussion. Say, you've spotted something interesting on your livestream, like a fun Tweet about your brand. You can turn this into a discussion, not only to alert your team members but also to brain-storm for an effective response.

You can similarly turn anything from a failed post to a monthly report into a discussion, using the 'Discuss' button on each of these tools. To access all these Discussions, click on the Collaborate tab on your home screen.
 

    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • Team members and roles - Frequently asked questions

                                                                                                                How can I hide leads data from team members? If you don't want all your team members to have access to leads data because this information is critical, you can restrict it using Leads Data Permission under Roles & Permissions. This permission is ...
                                                                                                              • Bulk Scheduler - Frequently Asked Questions

                                                                                                                Is it possible to bulk schedule posts for Instagram? Yes, you can bulk schedule posts to all connected social channels on Zoho Social, including Instagram. The CSV/ .XLS/ .XLSX file you upload should include this info: Schedule time (Mandatory) ...
                                                                                                              • Managing posts - Frequently asked questions

                                                                                                                How to approve posts sent for approval? On Zoho Social, all Admins and those with Approver privileges can approve content that's been sent by publishers for approval. Contact your admin for Approver privileges. If you are already added as an ...
                                                                                                              • Design with Canva - Frequently Asked Questions

                                                                                                                How many images can I attach from Canva to Zoho Social at a time? Only one image can be edited and attached at a time from the Design on Canva option. Can I attach Videos and GIFs from Canva? No, currently, videos and GIFs can't be attached from the ...
                                                                                                              • Zia - Frequently Asked Questions

                                                                                                                How do I set up Zia's generative AI in Zoho Social? Zia's generative AI is powered by OpenAI's ChatGPT API. To set it up, you need OpenAI's secret key to complete the integration. Step 1: Getting the OpenAI's secret key Go to ...
                                                                                                                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