Users
Your access permissions in Zoho Thrive depend on the role assigned to you. Thrive has four roles:
Owner: The user who created the account and has full access.
Admin: They have all access privileges similar to the admin.
Admin: They have all access privileges similar to the admin.
User: They have the same privileges as admins, except for the ability to add, delete, or switch other users' roles.
Viewer: Can only view the program and cannot make any changes.
Managing users
To view existing users and add new ones:
- Click the Settings icon in the navigation toolbar.
- Select Users from the settings menu.
- In the Users tab, click + Add User to add a new user.
- In the pop-up, enter the new user's email address and select a role for them and click Add.
This will send an invitation email to the recipient. Once the user accepts the invitation, they will be redirected to the signup page if they have an account with Zoho. Otherwise, they will be redirected to the account creation page where they will have to complete the process to sign in to Thrive.
To enhance security and prevent spam, there is a limit on how many times an invitation can be resent after being rejected. If a recipient declines the invite multiple times and exceeds the allowed limit, the email cannot be sent again.
You can remove users by following the steps below:
Only the Owner and users with Admin privileges are able to perform this action.- Click on the Delete icon next to the respective user.
- Confirm to remove the user by clicking Remove.
To track user activities, follow these steps:
- Click the Settings icon in the navigation toolbar.
- Under Settings, select User Activity Log to view a detailed record of user actions.