About user groups
User groups are an excellent way for you to club users into groups based on various unifying factors like roles, profiles, or other user-specific attributes. When a group is created for a particular role or profile, newly added users belonging to that role or profile will automatically get added to the respective group. Learn how to create user groups.
Zoho Sprints has Client and Vendor options to add external users to your workspace. These users come with restricted accessibility to data in the application owing to the fact that they are third party users. User groups get created when a new client or vendor company is added. All users belonging to that company will fall under the respective group.
Availability: Premier, Enterprise and Zoho One plan
Example
Let's assume you are a software development firm catering to a niche vertical like healthcare. Your clients are healthcare providers and you develop hospital registry, appointment scheduling, record maintenance, and billing software. You run your development and deployment activities using Zoho Sprints. Your users will include developers, web designers, copy writers, QA specialists, project managers, customer relationship managers, sales and support agents, and more. You can create roles for these positions and create the equivalent groups to house the users of those roles. Similarly, the healthcare providing firms can be added as client companies and the respective representatives of those firms will be added to those user groups based on the companies.
Benefits
- You can easily get the attention of multiple users by simply mentioning the group name.
- You can assign items, sprints, and projects to user groups. All users belonging to an assigned group will automatically get access to the respective item, sprint, or project. All notifications relating to the item, sprint, or project will be sent to the user group alias.
- You can mention the user groups in the Feed while posting a status or making an announcement. All the users of the group will be instantly notified.
- Similarly, you can mention the groups in the comments and in chat conversations.
Feature behaviour
- Notifications will be sent only to the address specified as email alias and not to individual users in that group.
- You will not be able to associate projects to a user group with Profile as Group type.
- When you associate a user group to a project, even users who are not part of the project will get added to it automatically. The same is applicable to sprints. When you associate a user group to a sprint, even users who are not part of the sprint will get added to it automatically.
- You cannot delete users who are added through User groups. You need to dissociate that user group from the sprint and project to remove users of that group.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Manage client users
Clients usually imply your customers who seek business solutions from you or partners or stakeholders who collaborate with you in your business. They are not part of your organization but need to have a certain level of visibility to the proceedings ...Manage user groups
Create user group To create user groups: Click the gear icon in the top-right corner to navigate to the Settings page. Go to User Groups section under Manage Users. Click the +User Group button. Enter group name. Provide description for the group. ...Customize profile permissions
Customizing the permissions of a profile provides you with the ability to control the access levels of your users. You can tailor each profile to ensure that the users associated to a particular profile only possess the level of accessibility that is ...Zoho BugTracker integration
Bugs in software development should be fixed as soon as possible. It is easier to track and fix bugs when they are compiled and listed separately. Integrate your Zoho Sprints account with Zoho BugTracker to track and manage your bugs. This is ...Zoho Projects integration
No matter how many projects you have on your list to coordinate, managing everything in the right way matters the most. Project management methodologies are many, and every business is bound to follow a standard process. That's why moving to a ...
New to Zoho LandingPage?
Zoho LandingPage Resources