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.

 

 



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