Inviting users to the hub

Inviting users to the hub

You can invite users to the hub by following any one of the following methods.

To invite users using their email addresses:

Method 1
  1. Go to the Invite Users tab, then click Invite Users in the top-right corner.

      2. Enter the email addresses and edit the email message, then click Send.


 
Method 2
  1. Select Settings.


      2. Select Manage under the Users tab, then click Invite Users in the top-right corner.



      3. Enter the email addresses and edit the email message, then click Send.

Method 3
  1. Select Settings.


      2. Select Invite Users under the Users tab, then click Invite Users in the top-right corner.



      3. Enter the email addresses and edit the email message, then click Send.
Only 100 users can be invited at a time.

Importing users from a CSV file

You can import users from a CSV file by following any one of the methods described below.

To import users from a CSV file:

Method 1
  1. Go to the Invite Users tab, then click Invite Users in the top-right corner.
  2. Click Import CSV.


      2. Click Choose File and select a file from your device.



      3. Hover over the email addresses to edit or delete them.
      4. Click Proceed, then click Send.

Method 2

      1. Go to the Manage Users tab, then click Invite Users in the top-right corner.
      2. Click Import CSV.
      3. Hover over the email addresses to edit or delete them.
      4. Click Proceed, then click Send.
The name of the column consisting of the email addresses in your CSV file should be "Email Address".

Here is a screenshot of a valid CSV file:


    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

                                                                                                          • Managing users in your hub

                                                                                                            To change the role of user: Go to the Manage Users tab. Click the Settings icon () for the user's name. To make a member an admin, select Make Admin. To make an admin a member, select Make Member. You can add multiple admins to your hub only in our ...
                                                                                                          • Inviting and managing users in a portal

                                                                                                            After creating a new custom portal, the hub admin can invite users to the portal. The users can accept the invitation to join the portal. To invite users using their email address: Navigate to the portal from the Custom Portal tab. Go to the Users ...
                                                                                                          • Sharing manuals to users outside your hub

                                                                                                            External sharing in Zoho Learn enables sharing of manuals to users who are not part of your hub using a public URL. You can also protect your manuals with a password and set an expiration date for the URL. To share a manual using a public URL: 1. ...
                                                                                                          • Changing the general settings of a hub

                                                                                                            To change your hub's name: Go to the General Settings tab. Enter the new name in the Hub Name text box. To change the default landing page for the hub users: Hub admins can configure the default tab where the hub users will land when they access Zoho ...
                                                                                                          • Managing manuals in your hub

                                                                                                            Enabling or disabling a manual To enable or disable a manual: Go to the Manage Manuals tab. Click the More options icon (). Click Enable or Disable. Moving a manual to trash To move a manual to trash: Go to the Manage Manuals tab. Click the More ...
                                                                                                            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