Create and manage Groups in your Team

Create and manage Groups in your Team

Create Groups in WorkDrive based on member roles or profiles and easily add the Group members to Team Folders.

Create a Group

1. Click your profile picture in the top-right corner, then select  Team Details .
By default, the  MEMBERS tab will be selected.
 
2. Select the  GROUPS tab.
3. Click the  + GROUPS button in the top-right corner.
 

 
4. Enter a Group name.
5. Enter a description if needed.
6. Add members by entering their name or email address, then assign each a Group role: Group Admin or Group Member.
  1. A Group Admin can add new members to the group, change member roles, and remove members from the group. They can also edit the Group Info (name and description).

  2. A Group Member can only view the list of the members in their Groups
7. Click  CREATE .
 
You can now view and manage the Groups in your team from the Team Groups tab .

  1. Only Team Admins can create Groups in WorkDrive
  2. You can assign users to multiple Groups and they can access data according to the permissions assigned to each Group
  3. The Groups feature is available in all WorkDrive plans. 

Manage Groups

1. Click your profile picture in the top-right corner, then select  Team Details
By default, the  MEMBERS tab will be selected.
 
2. Select the  GROUPS tab.
3. Hover over a Group and select the (...) icon.
4. Click  Edit Group to change the Group name and description.
5. Click  Manage Members to add new members, change member roles, and remove members from the Group.
6. Click  Delete Group to remove the Group from your team.
 


  1. Only Group Admins can edit Group Info, manage members, or delete Groups
  2. When a Group is deleted from a Team, all members will lose access to the associated Team Folders where they have been added.
WorkDrive Groups and Org Groups
  1. Groups created within the WorkDrive app are said to be WorkDrive Groups. These Groups can't be used in other Zoho apps.
  2. Org Groups created in Zoho One (Collaboration Groups, not Department Groups), Zoho Workplace, and Zoho Directory can be used to assign or add Group members to WorkDrive and other Zoho apps.

Also read:

    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
                          Offline 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

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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

                                                                                                              • Manage Team Folders

                                                                                                                In Zoho WorkDrive, all Team Folders can be managed at the team level by the Team Admins. This allows them to have a complete control over all the Team Folders' settings from one central space.   To manage Team Folders: 1. Click Admin Console in the ...
                                                                                                              • Manage your WorkDrive Subscription

                                                                                                                This section explains how you can manage your WorkDrive subscription. To manage your WorkDrive subscription: 1. Go to https://workdrive.zoho.com/ . 2. Click Admin Console in the bottom-left corner of your WorkDrive account. The Admin Console page ...
                                                                                                              • WorkDrive for Gmail Add-on - Installation Guide

                                                                                                                Gmail personal users can install the add-on directly from the Google Workspace Marketplace. For Google Workspace users (formerly G Suite), Admins can either install the WorkDrive for Gmail add-on for their team or allow users to install it ...
                                                                                                              • Create your Team

                                                                                                                Sign up with Zoho WorkDrive and enjoy creating and collaborating with teams the way you like. Sign up for a free trial.  Sign in to Zoho WorkDrive using your credentials.         Once signed in, select Create a New Team and enter your team name. Mark ...
                                                                                                              • Add Groups to a Team Folder

                                                                                                                If your team or organization uses Groups in WorkDrive, you can easily add an entire Group to a Team Folder and assign the Group a specific role instead of adding each member individually. All Group members will receive the role assigned to their ...
                                                                                                                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