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.

 


InfoNote: 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.

 


InfoNote: 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.

 


InfoNote: 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.

 

 


    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

                                                                                                              • Sharing a workspace

                                                                                                                To share a workspace, follow these steps: Tap the Collaborators icon next to your current workspace’s name at the top. You'll then see the list of collaborators who have access to this workspace. You can edit the access types of any existing ...
                                                                                                              • 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 ...
                                                                                                                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