Managing space level policies

Managing space level policies

The administrator of the space or hub can regulate policies pertaining to manual creation privileges within the space.
 
To change space policies:
  1. Navigate to the space and click Manage.
  2. Click Settings, then click Policies.
  3. Select one of the following radio buttons.
    1. Everyone: Everyone who is a part of the space can create new manuals.
    2. Admins Only: The space admins and the hub admin can create new manuals.
    3. Selected Users: Only selected users along with the space admins and the hub admin can create new manuals.
  4. For the selected users option, select the members, then click Done.




    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

                                                                                                              • Policies

                                                                                                                Policy restrictions allow admins to set restrictions on certain actions for some users in your hub. You can define policies for the activities performed in your hub by clicking Settings from the Settings icon next to your profile. Space and course ...
                                                                                                              • Managing user settings

                                                                                                                You have the option to add members to your space either during its creation or at a later time. Users can be included by individually selecting users in the hub or by importing a CSV file. The users you add to the space should belong to your hub. To ...
                                                                                                              • Adding and managing hub level templates

                                                                                                                The hub admin can create hub level article templates. The users in the hub can use these templates to create articles across the hub. To add and manage hub level templates: Click the Settings icon () to the left of your profile image, then click ...
                                                                                                              • Adding and managing space templates

                                                                                                                To create a new template: 1. Navigate to the space and click Manage in the top-right corner. 2. Click Settings, then go to the Template tab. 3. Click New Template. 4. Enter a name and description for the template. 5. You will be taken to the editor. ...
                                                                                                              • Creating a space

                                                                                                                A space serves as a collaborative workspace where team members can collaborate, create, and share knowledge. These spaces may be tailored to specific departments or projects within your organization, such as Development, Customer Service, HR, and ...
                                                                                                                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