Sharing a workspace

Sharing a workspace

To share a workspace, follow these steps: 

  1. Tap the Collaborators  icon next to your current workspace’s name at the top.

  2. You'll then see the list of collaborators who have access to this workspace. You can edit the access types of any existing collaborators from here.

  3. To add a new user, tap the Add User  icon in the top right.

  4. Enter the user’s email address and choose the type of access.

  5. Tap DONE.

 

 

To share other workspaces:

  1. Open the list of all workspaces in the portal by tapping the current workspace name at the top.

  2. Tap the menu () icon of the workspace you want to add new users to.

  3. Choose Users . From the new window, tap the  icon to add users.

  4. Enter the user's name in the Invite User space and choose the access type you want to give them.

  5. Once complete, tap DONE.

 


Note: By default, all collaborators in a workspace will have access to all the bases of the workspace.


Sharing a base

To share a base, follow the steps below:

  1. Tap the Menu  icon in the top right of the base.

  2. From the list of options displayed, choose Share.

  3. On the Share Base screen, enter the email address of the collaborator in the Email text box.

  4. Choose the access type in the Access Type dropdown menu.

  5. Add any messages to the collaborator in the Comments box.

  6. Then tap the SHARE option in the top right.

 


Note: The Share Base screen also displays a list of all collaborators who already have access to that base.

 Sharing a base through a link

Other than adding collaborators to a base with an email address, you can also get a shareable link from your base.

To get a shareable link:

  1. Go to the Workspace screen.

  2. From the list of bases available in the workspace, tap the menu () icon next to the base to be shared.

  3. Choose Copy link from the list of options. The link is now copied to your clipboard.

  4. Paste and send it as an email or text message.

 


Note: When a collaborator taps a shareable link, the shared base will be automatically opened in the Zoho Tables mobile app, if the user has already downloaded the app.

Commenting on individual records

Any collaborator, other than ones with viewer access, can comment on records. To add a comment, follow the steps below:

  1. Expand a record by tapping the title of the record, which is the first field of the table.

  2. Tap the message  icon in the top right.

  3. Type your comment in the Comment box and tap Post.

  4. You can copy, copy URL, edit, and delete the message by tapping on the dropdown menu  next to your name in the comments.

 

User notifications

This feature will notify users when they're added to a record. To enable notifications whenever a collaborator is added, follow the steps below:

  1. Create a Collaborator  field in the table.

  2. Tap the field name, and from the list of options displayed, choose Customize .

  3. Enable the toggle button  for the Notify users when added option.

  4. Tap in the top left to go back.

  5. Now add a collaborator to a record.

  6. The user that was added to the record will get an email notifying them that they were added to the record, along with the table, field, and base name.

  7. By simply tapping Access Record from the email, the user can now view the field they were added to.

 

 


    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









                                    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

                                                                                                      • View sharing

                                                                                                        Zoho Tables allows users to create views and add collaborators. The view sharing feature allows each collaborator to see only the information that has been shared with them. You maintain control over what's visible, keeping sensitive data protected. ...
                                                                                                      • Create a Workspace

                                                                                                        What is a Workspace? A Workspace is a collaborative facility to consolidate and categorize all your related bases in one place. Steps to create a New Workspace: You can find the 'My Workspaces' section in the left pane. Click the + icon (Add New ...
                                                                                                      • Rename a Workspace

                                                                                                        'My Workspaces' is a section where you can view the list of workspaces that you have created. By default, a new workspace created will be named "Workspace 1" or "Workspace 2" as per the order. It is possible to rename your workspace in three ...
                                                                                                      • Delete a Workspace

                                                                                                        To delete a workspace : 1. Click the more options (three dots) on the name of the workspace. 2. Choose Delete from the context menu. Note: The Delete option will not be available if you have only one base created. The process is shown in the Gif ...
                                                                                                      • Adding, changing roles, and removing users from Workspace

                                                                                                        You can add users that are part of your organization to your Portal/ Workspace/Base based on the access permission which you deem fit for them. If you want to work with someone within Zoho Tables, you can add someone to the Portal, Workspace, or the ...
                                                                                                        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