Connect Help

Administrative Setup

As a Zoho Connect administrator, you have access to a very secure enterprise scoial networking tool designed to help you configure and manage your network. You can enable and disable features, provision and deprovision users, create groups and manage subscription.

Administrator has permissions to invite users the first time a network is created.

To Invite users,

      1. Click on Invite users to your network.
      2. A widget opens for you to Invite users By mail or by Bulk Import.

To Invite users by Mail,

      1. Click the option By mail
      2. Enter e-mail addresses of users you would like to invite to your network.
      3. If it is Multiple e-mails addresses then seperate them by comma.
      4. Click send invite.
      5. If you wish to cancel, click Cancel.


To invite users by By Bulk Import,

      1. Click the option By Bulk Import
      2. Create a .csv file that contains e-mail addresses of your employees
      3. Browse the .csv file and click Upload.
      4. If you wish to cancel, click Cancel.

To invite users from Google Apps

Google application users can also be invited into your company network on Zoho Connect.

On Google Apps Domain

As an admin of Google Apps you can now add Zoho Connect to your Google's universal navigation bar by following these steps:-


        1. Login to your Google Apps account
        2. Go to Marketplace apps
        3. Search for Zoho Connect under productivity apps
        4. Click on “Add it now” button. The app is free
        5. Move to the Google Setup screen and grant access, the app will be listed under “more apps”
        6. Click on Zoho Connect under the “more apps” section
        7. You will be redirected to pulse.zoho.com automatically


On Zoho Connect

      1. Click on Invite users section to invite Google app users to your network or go to setup to invite users
      2. When you click “ invite users” your Google app users will be automatically listed if you followed the earlier steps in your Google account
      3. All users will have default tick mark against their e-mail ids
      4. If you wish remove the users, deselect the e-mail id


Click Send invite after you have confirmed the list of selected users. They would receive an invitation, which they can access to enter your network.

Setup options:

If you would like to make other administrative settings, here is what you can do.

Click on the Setup option in the drop down- menu on the right side where a small profile picture with navigation arrow exists.


Here you can setup your portal settings, users and profiles, group settings, customize your portal, access network analytics and manage subscription

Portal Settings:

Here you can edit or add details and manage portal settings. There are various sections. They are Portal Details, Manage Locations , Manage Apps, Custom Domain and Policies.

Portal Details:

  1. You can edit the the details
  2. You can edit the company name
  3. The URL is set on its own once you click Save changes button

Manage Locations:

Here you can add locations if your organization has multiple locations.

  1. Click on Add Location.
  2. A pop- up widget will open asking you to enter the name of the location.
  3. As you type the location will appear, you can add the location.
  4. You edit or delete the locations too based on your the requirement.

Manage Apps

Here you can rearrange the organizational apps, according to your preferences, rename and deactivate it.

  1. You can click on the four way arrow button and rearrange the apps.
  2. On the right side of each app you have button, click on it to add apps.
  3. Incase you need to disable a particular app, click on the added button to Disable the app.

Custom Domain

You can add Zoho Connect to your company domain. This will help you customize the domain name for your portal. You can do the custom domain configuration on this section.

  1. Create a CNAME (Eg:connect) and map it to customer-connect.zoho.com
  2. Create a CNAME wms and map it to customer-wms.zoho.com.This is for Zoho Connect instant feeds and notifications.
  3. Map the custom domain(connect.yourdomain.com) with Zoho Connect in the tab given in the Custom domain section.

To configure CNAME follow these steps

Your domain provider would have provided you an administrative console to manage and configure your domain. Administrative console's user interface may vary depending on the domain provider, but the following basic steps hold good.

  1. Login to your domain provider's administrative console.
  2. Locate the page to update your DNS records. This page might be called DNS configurations /DNS Setting / Manage DNS.
  3. Find the section to manage CNAME records. You may already have some entries configured with names www or mail.
  4. Add a CNAME record with the following details
  5. Save the changes and logout.

Note:

  • Usually these changes come to effect in 10-15 minutes, however in some cases it could take up to 48 hours. That's it. You can now access your Zoho Connect network using your domain URL.
  • Zoho Connect runs in secure(https) mode. If you do not have SSL certificate for your domain, please send an email to support@zohoconnect.com to purchase the certificates(multi-domain)for connect.yourdomain.com and wms.yourdomain.com.

Policies:

Policies are meant to monitor, which employees can create groups and pages. While setting up the network, the administrator can set up policies too.

Network admins can set the following policies:

  1. Under who can create Public groups, admin can select either everyone or network admin only
  2. Under who can create private groups, admin can select either everyone or network admin only
  3. Under who can create pages, admin can select either everyone or network admin only.

User and Profiles

Click on User and Profiles, you can add new users and import them from here too.

Invite Users

You can invite users from this section. This can be down by import or by e-mail.

By importing users

  1. Click the option By Import
  2. Create a .csv file that contains email addresses of your employees.
  3. Browse the .csv file and click Upload.
  4. If you wish to cancel, click Cancel.

By e-mail addresses

  1. Click the option By mail.
  2. Enter e-mail addresses of users you would like to invite to your network.
  3. If it is Multiple e-mails addresses then seperate them by comma.
  4. Click send invite.
  5. If you wish to cancel, click Cancel.

Active Users

  1. Click on Active users option
  2. This shows you a list of active users
  3. You can give member, admin or owner permissions by clicking on the drop down menu provided to the right side of the user profile.
  4. You can even delete the user from the active users list, by clicking on the delete user button.

Pending Users

  1. Click on Pending users option.
  2. You can see the list of Pending users who are yet to accept invitation to join the network.

Manage Groups

It is possible to create groups for your network from the setup itself.

To create a group,

  1. Click on the on Add group
  2. This opens the New window where you have the option to create the group.
  3. Enter the Group name and description of why the group is created.
  4. Upload a Group Logo image in the space provided for the same.
  5. If its a Private group, you can select members to invite to the group

To manage groups

  1. Click on the specific group and click on the manage members button.
  2. On the side of each member there is drop down menu.
  3. The admin can assign moderator or admin permissions to a specific member within a group.
  4. A member can be deleted from this section too.

Customisation

Customizing the portal can be done the network admin in this section. This section contains tabs like Logo and Favicon, Look and Feel, Custom Header, Custom Footer and Custom CSS.

    1. From the logo and favicon section, admin can upload brand logo and brand favicon.
    2. The network admin can pick from the color themes for headers to change the look an feel of the portal.

  1. The admin can also customize the header and footer text.
  2. Custom CSS section, allows admins to upload Custom CSS to change the skin and fonts within the network

Customizing Header and Footer

  1. You can replace the header/footer with your own HTML so that it suits your website/product
  2. If you want to show "SignOut" link use this code [#if IS_LOGGEDIN]<a href='/logout.do?serviceurl=${SERVER_URL}'>Sign Out</a>[/#if]
  3. If you want to show "My Settings" link use this code [#if IS_LOGGEDIN]<a href='${SERVER_URL}/MySettings'>My Settings</a>[/#if]
  4. To show Setup link to network admins use this code [#if IS_ADMIN]<a href='${SERVER_URL}/setup'>Setup</a>[/#if]
  5. If you want to have notification counter please use this code [#include NOTIFY_CONT]

Subscription Manager

To avail uninterrupted service, you can click on Upgrade button placed on the Zoho Connect interface near the notifications button .

Or you can also access Subscription Manager for upgrading or downgrading the services.

There are the 2 Editions in Zoho Connect:

  1. Free Edition – You can create unlimited public groups.You can create 5 custom applications and have upto 1GB document management space for entire organisation.
  2. Enterprise Edition – It is a paid plan.You can create unlimited Public and Private groups with 1GB file storage limit per user. You can also create unlimited custom applications using custom- app builder.

To upgrade the free edition services to Enterprise

  • Click on Upgrade button under the enterprise edition.


  • Choose additional records, storage space and payment frequency if needed.
  • Select the Pay period, if it's going to Monthy or Yearly.
  • Click Proceed to make your payment.

Note:

  • On Yearly subscription, you get 10% discount

To manage existing subscription

  1. Click on the Manage button under existing subscription.
  2. You can increase or decrease number of users in the organisation.
  3. Select the pay period, if it's monthly or yearly.
  4. The payment will appear as pro- rated in the payment box.

Export

As the administrator for your network or an organization, you can export your conversation history as backup for your future references.

You can export conversations either fully or partly. For instance, you can export only the conversations of a particular group. To do so,

  1. Go to Setup and click on the Export tab.
  2. Select Groups from the drop down menu and select the group name.
  3. Specify when and how you want to back up your data. You can export all conversations instantly or set periodical exports,
    • Daily
    • Weekly
    • Monthly
  4. Once you set your preferences, click Export.

Note: The Export option is available only to the Admin. Exports are removed automatically after 30 days.

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