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:


    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

                                                                                                              • 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. ...
                                                                                                              • Managing users in your hub

                                                                                                                Changing the role of users To make a member an admin: Feature availability Plans Free Express Professional Multiple admins ❌ ✅ ✅ Go to the Manage under the Users tab. Click the More Options icon ( ) next to the username. Select Make Admin. To make an ...
                                                                                                              • 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