Managing Users, Profiles & Groups

Managing Users, Profiles & Groups

You can disable user accounts, create or delete groups, manage user profile fields, and change user roles.

To change user roles:

  • Click the gear icon in the top-right corner of your page and select Settings.
  • Click Manage Users under Users & Profiles.
  • Hover over the name of the user and you will see a drop-down menu on the right.
  • Change roles between Admin, and Member.

Multiple admins are possible only in the enterprise plan.

Disabling user accounts

Disabling a user's account makes Zoho Connect inaccessible to them.

To disable user accounts:

  • Click the gear icon in the top-right corner of your page and select Settings.
  • Click Manage Users under Users & Profiles.
  • Click Disable, seen on the right when you hover above the specific user's name.

Managing fields in user profiles

Add fields that are relevant to your work, and decide if users can be allowed to edit these fields.

  • Click the gear icon in the top-right corner of your page and select Settings.
  • Click Manage Fields under Users & Profiles.
  • Click Add Field.
  • Select the type of field (Single Line, Multiple Line, Date, or Drop down).
  • Click Add.

Explaining the check boxes:

  • Allow users to edit

    Checking this option will allow all users in your network to update or change their entry for the specific field.

  • Visible to everyone

    This option lets you decide if members can view this information on another person's profile.

  • Mandatory

    All members are required to fill this field.

Managing groups

As an admin, you can delete existing groups in your network or create a new one from the Manage Groups page. Also, you can add or remove members from the groups in your network.

To delete a Group:

  • Click the gear icon in the top-right corner of the page and select Settings.
  • Click Manage Groups under Groups.
  • Click Delete next to the respective group.

To manage group members:

  • Click the gear icon in the top-right corner of the page and select Settings.
  • Click Manage Groups under Groups.
  • Click Manage Members next to the respective group.
  • Hover over the member's name and click the dropdown menu to change roles between Member, Moderator, and Admin or delete the member.

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