Managing Teams in Zoho TeamInbox

Managing teams


You can edit the team settings and manage it if you have the admin permission for the team. You can add or remove users from your teams and inboxes, change their roles, and edit rules and signatures. You can also create inboxes from within the team settings.  

Changing user roles 

  1. Login to Zoho TeamInbox
  2. From the left pane, hover over your team, click the More icon and click Manage team. You can also reach here by clicking Settings under User profile. 
  3. Click the Members tab. You can see the list of members with their roles mentioned above them. 
  4. Click on any user select the desired role from the drop-down menu in the right corner. 

Note: There should be at least one admin for a team.




Adding users to the team 

  1. Login to Zoho TeamInbox
  2. From the left pane, hover over the team to which you want to add users to, click the More icon  and click Manage team. You can also reach here by clicking Settings under User profile. 
  3. Select the Members tab and click Add members
  4. Enter the email address of the users you want to invite and click Invite. These users will be sent an invitation email and will be added to the team once they've accepted the invite.
  5. If you want to add members who are already added to the organization, you can just select them from the list of users. 
  6. You can also import users from other Zoho groups that you've created. Click Import users and all the groups for which you have admin or moderator permission will be listed. Choose from the groups and click Import.
  7. As you select the users you can set their role in the team from the drop-down menu next to each user. The role you set here will be applicable only for this team. 

The users will thus be added to your team. If you want to remove any user from the team, click on the Remove icon next to them. 


Editing rules 

  1. Login to Zoho TeamInbox.
  2. From the left pane, hover over your team, click the More icon  and click Manage team. You can also reach here by clicking Settings under User profile.
  3. Select the Rules tab. You can see a list of the rules created for the team. 
  4. Click the rule you want to edit and make the desired changes. 
  5. Click Save Changes.

You can disable or delete a rule from the list view.  


Editing signatures 

  1. Login to Zoho TeamInbox.
  2. From the left pane, hover over your team, click the More icon  and click Manage team. You can also reach here by clicking Settings under User profile.
  3. Select the Signatures tab. You can see a list of the signatures created for the team. 
  4. Click the signature you want to edit and make the desired changes. 
  5. Click Save Changes.

You can delete a signature from the list view. 


Editing tags 

  1. Login to Zoho TeamInbox.
  2. From the left pane, hover over your team, click the More icon  and click Manage team. You can also reach here by clicking Settings under User profile.
  3. Select the Tags tab. You can see a list of the tags created for the team. 
  4. Click the tag you want to edit and make the desired changes. 
  5. Click Save Changes.

You can delete a tag from the list view. 



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