Optimiser les groupes dans votre réseau Zoho Connect

Optimiser les groupes dans votre réseau Zoho Connect



Les groupes sont l'espace idéal où les équipes peuvent partager des informations au sein de groupes particuliers ou à travers l'organisation, selon la nature desdits groupes dans Zoho Connect. Cette fonction vous permet de créer trois types de groupes.
Ouvert : tous les membres du réseau peuvent rejoindre le groupe, voir les conversations et publier des messages ou des commentaires et accéder à des modules tels que les fichiers, manuels, et événements.
Public : tous les membres du réseau peuvent voir les conversations, publier des messages et des commentaires dans le groupe. Cependant, ils n'ont pas accès aux applications intégrées et seul l'administrateur peut ajouter des membres.
Privé : seuls les membres peuvent voir le groupe et y accéder.
Le type de groupe peut être modifié à tout moment à partir de "Paramètres du groupe".

Créer un nouveau groupe

  • Accédez à l'onglet "Groupes" depuis le panneau à gauche.
  • Depuis le "+" en haut à droite, vous pouvez créer de nouveaux groupes.
  • Saisissez les informations demandées.
  • Pour un groupe privé, sélectionnez une des options demandées.
  • En cas de modification ultérieure du choix ci-dessus
    • Sélectionnez un groupe >> Paramètres >> Niveau d'accès.
    • Modifiez le niveau d'accès selon les besoins.
  • Selon les politiques établies par l'administrateur, les membres du réseau peuvent ou non être autorisés à créer des groupes.

Demander à rejoindre un groupe

Pour pouvoir rejoindre un groupe, il faut que l'administrateur ait sélectionné "Les utilisateurs peuvent demander à rejoindre le groupe" lors de la création du groupe.
  • Une fois cette fonction activée, les utilisateurs peuvent demander à rejoindre un groupe privé à partir de la page du groupe.
  • Afin d'approuver ou de rejeter une demande de se rejoindre, les administrateurs peuvent se rendre dans l'onglet modération depuis les boutons à droite.

Créer des catégories de groupes

La création de catégories de groupes permet une navigation facile et rapide. Par exemple, vous pouvez créer une catégorie telle que "fréquemment utilisé" et y placer les groupes auxquels vous accédez le plus souvent.
  • Accédez à "Groupes" à partir du panneau à gauche.
  • Cliquez sur l'icône "+" à côté de la liste "Mes groupes".
  • Sur la fenêtre secondaire, saisissez les informations demandées.
  • Ajoutez les groupes nécessaires sous la catégorie créée et enregistrez.

Modérer les messages et les commentaires dans un groupe

Une fois que vous avez activé la modération dans le groupe, tous les messages et commentaires publiés dans le groupe devront être approuvés par le modérateur avant d'être visibles par tous. Par défaut, tous les administrateurs de groupe sont des modérateurs.

Activer la modération

  • Activer la modération depuis l'onglet "Modération" qui se trouve sous le nombre de membres d'un groupe particulier.
  • Lorsque vous activez la modération, vous pouvez également sélectionner les utilisateurs.
  • Vous pouvez aussi ajouter les utilisateurs sur la liste verte. Elle est un ensemble d'utilisateurs à contourner la modération et partager directement des publications et commentaires.

Rôles des utilisateurs dans un groupe

Les rôles des utilisateurs dans un groupe sont les suivants : administrateur, modérateur et membre.
Administrateur : la personne qui crée le groupe est par défaut l'administrateur du groupe. Les administrateurs peuvent ajouter ou supprimer des membres à tout moment, activer ou désactiver des applications intégrées, modérer les messages et les commentaires publiés dans le groupe, et verrouiller, archiver ou supprimer le groupe.
Modérateur : le modérateur vérifie les messages et les commentaires avant qu'ils n'apparaissent sur le mur du groupe. Il peut approuver, modifier ou supprimer les messages et les commentaires publiés dans le groupe avant qu'ils ne soient visibles par tous les autres membres. Par défaut, tous les administrateurs du groupe sont modérateurs, mais n'importe quel membre du groupe peut également être ajouté en tant que modérateur.
Membres : les membres sont ajoutés au groupe par l'administrateur. Ils peuvent publier et commenter dans le groupe et accéder à toutes les applications intégrées activées.

Rétablir un groupe supprimé

  • Seuls les administrateurs de réseau peuvent restaurer un groupe supprimé.
  • Les groupes supprimés sont conservés dans la corbeille pendant 90 jours. Les administrateurs pourront restaurer un groupe et son contenu pendant cette période. Après 90 jours, le groupe sera définitivement supprimé.
  • Allez sur l'onglet "Groupes supprimés" depuis le panneau à gauche et restaurez le groupe selon votre besoin.



Nous espérons que ces astuces vous aideront à mieux configurer les différents groupes dans Zoho Connect. 
N'hésitez pas à nous faire part de vos questions dans les commentaires

L'équipe Zoho France

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

      • Recent Topics

      • Zoho Desk - Community - Customer Portal - Description Field UX Improvement

        Hi Zoho Desk Team, As a prolific user of Zoho Cares Community, I find it very frustrating that I cannot increase the size of the Description box (this one which I am typing this message). Many apps with multi line text fields have a small handle in the

      • Add the same FROM email to multiple department

        Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.

      • Can I change the format of the buttons in the email templates?

        Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing

      • Introducing parent-child ticketing in Zoho Desk [Early access]

        Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

      • I NEED MORE CUSTOM FIELDS!!!

        Why can I only have 60 custom fields!  It's not enough.  I want another 100 extra custom fields to do what's necessary for my business!  I'm sure I can't be the only one with this problem!!! How hard would it be to fix this?  Just fix it for me please at least!

      • Zero Personalization of the File Sharing Experience

        By now (2025) this is the maximum level of personalization available for a Zoho sharing link. We gently asked Zoho if we could modify at least the background, and they replied that it cannot be customized. We're truly disappointed – and surprised every

      • Lead to Contact Conversion with multiple email address fields

        We are a B2C business with a strong repeat cycle, and as such it's not uncommon for customers to use multiple email addresses with us. We have both our Contacts & Leads modules set up with 3 email fields. (Primary Email / Secondary Email / Historic Email)

      • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

        Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember

      • Introducing Dark Mode / Light Mode : A New Look For Your CRM

        Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

      • Does Thrive work with Zoho Billing (Subscriptions)?

        I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

      • How to display two measures (sales and price) divided by categories on one line chart

        Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into around

      • Exporting Charts from ZohoCRM

        Hi...I'm relatively new to ZohoCRM, but very happy with it so far. I have all my leads and potentials accurately entered, and like the reports that I can view, with charts at the top of the data. But when I export the data, I'm receiving only the data, whether I export as excel, csv or pdf. How can I export both the chart and the data? In case it makes a difference, I'm using the free version right now. I tried researching the other editions to see if a paid version of the software offered the ability

      • "Authorize to Access Your Account"

        Hi, I'm trying to log into cliq on my phone but I can't. It says "Authorize to access your account - Verify your identity to access your account using oneAuth credentials", and asks for a password. I tried maybe 100 different passwords and nothing works.

      • Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

        Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities

      • sms long credits

        I’m trying to purchase Long Code credits so I can send SMS campaigns to my contacts. However, when I click the “Buy Now” button, the page appears blank and doesn’t load any purchase options. Could you please assist me in purchasing the Long Code credits

      • Whatsapp Limitation Questions

        Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

      • Tip #48- Power Your AI Workflows with Zoho Assist on Zapier’s MCP- 'Insider Insights'

        We’re thrilled to announce that Zoho Assist is now part of Zapier’s Model Context Protocol (MCP), bringing remote support automation right into your AI ecosystem. What is MCP? The Model Context Protocol (MCP) is Zapier’s new framework designed to connect

      • Insert Cookie Policy in Zoho Sites

        Hello, i need to insert a banner on my site because i'm in Italy so i have to respect EU laws for Cookie Policy and Privacy Policy. I see that i need to insert a code in <head> section of my site to show a banner/popup with cookie info. How i can do this? Thank you Luca

      • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

        Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

      • Marketing Tip #1: Optimize item titles for SEO

        Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

      • Customer Parent Account or Sub-Customer Account

        Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

      • Forced Logouts - Daily and More Frequent

        In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.

      • Paste issues in ZOHO crm notes

        Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....

      • ENTER key triggering Submit

        Is it possible to stopped the ENTER key from the mandatory triggering of the Submit button on Creator form? I want forms submitted "ONLY" when the Submit button is pressed. 

      • Is it possible to assign Client user to external task ON PROJECTS' TEMPLATES?

        Is it possible to assign Client user to external task ON TEMPLATES PROJECTS?

      • What happens when someone clicks 'unsubscribe' in a zoho CRM email

        Hello, As per, i am going round in circles trying to find an answer to these 2 question. I have an email template that has an unsubscribe link in the footer in zoho CRM. First, what happens when someone clicks it - where does the contact get unsubscribed

      • Draft & Schedule Emails Directly in Bigin

        Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but

      • Cannot Invert Axis for Rankings

        Hi there I want to be able to create a ranking graph in Analytics/BI, with 1 at the top of the Y axis, but I am unable to invert the axis. Super simple example in Excel below. Higher rankings need to be higher up on the graph to give the correct visual

      • Zoho CRM Workflow and Function Backup Options

        Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • Cliq does not sync messages after Sleep on Mac

        I'm using the mac app of Cliq. When I open my mac after it was in sleep mode, Cliq does not sync the messages that I received. I always have to reload using cmd + R, which is not what I want when using a chat application.

      • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

        Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

      • PO receive quantities

        At last, Zoho has finally got around to allowing us to receive a larger qty than recorded in the PO :-) Saves us all from editing the PO's before receiving larger quantities ( usual for us ) ! It's still in "beta" but available upon request, I've tested

      • Link to images

        I have added images in pages. I would like to link those images with linked in URL so that they open in new window. There is an option of image -> link but I am not able to use the same to open URL in new window. Please check the attached image. Can you

      • Canvas View - Print

        What is the best way to accomplish a print to PDF of the canvas view?

      • What's New in Zoho Analytics - October 2025

        Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

      • Respond faster and smarter with Zia in your IM Inbox

        You’re in the middle of a busy chat queue. New messages keep popping up. One customer sounds upset. Another is asking a long list of questions. You need context. You need speed. You need help. That’s exactly when Zia Insghts jumps into action. It shows

      • Meeting impossible to use when sharing screen

        he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are

      • Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

        Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When

      • WARNING : Smart list automatically unsubscribes your contacts.

        I created a smart list of my team members based on the criterion that their email domain was @_____. The list refreshed as expected — but it ended up unsubscribing almost all members of my team. I contacted support, but it took two months to get a reply,

      • Next Page