Connect Help

Profiles and People

Build Your Network

Zoho Connect provides you with tools to customize your profile and your account settings. This in turn allows you to build your network and sync up with people you would like acquaint and follow.

Your Profile

Your Profile is basically how your represent yourself on Connect. Step-by-step instructions on how to build your profile with full personal information, such as contact information, work experience, current position, and more.

  • Click on Complete your profile option on the right side top corner of the pane.
  • The option opens into Edit your profile page.
    Edit your profile
  • Sections to edit are Profile Photo, Name Details, Contact Info, Work Info, Personal Info, On the web.
  • Click Save when you're done editing each entry.
  • At any point in time, you can click on "View my profile" to have a glance at how your profile page looks like.

Note:

  • Once you have completed your profile the first time, you can edit it any time by selecting the "Edit Profile" option.

Fields


Edit your profile

  • Profile Picture: To change your profile picture just click on profile picture and select the picture file in .jpg format that is to be uploaded. The size of the image should have a width: 154px; height: 158px for best view on the profile page.
  • Name Details: To change your name details like first name and last name, click the on the respective boxes to make edits.
  • Contact Details: To edit your contact details, just navigate to the section. Enter details such as Mobile Number, Work Number, Extension and the place of work.
  • Work Info: To edit your work information, you can enter the Job Title, Department, Seating Location, Birth date and time zone.
  • On the web: You can edit your information like web address, by selecting from the drop down option of which web address you want to display and share.

People

Employees are the key entities in any organisation. Filtering and indexing your employee's records is possible easily with the help of powerful and refined search function. We could use People to choose whom to Follow or to get information such as mobile number, location, extension number and seating location.
People

The search key can be searched by the following options.

  1. By Department
  2. By Skill sets
  3. By Location
  4. By Designation


Search People

Indexing by Department

  • Click on People Directory
  • Select filter by "department"
  • A drop-down list opens, from which we could select an option.
  • List of people is populated from which we could select.

Indexing by Skill sets

  • Click on People Directory
  • Select filter by "skill sets ".
  • A drop-down list opens, from which we could select an option.
  • List of people is populated from which we could select.

Indexing by Location

  • Click on People Directory
  • Select filter by "location".
  • A drop-down list opens, from which we could select an option.
  • List of people is populated from which we could select.

Indexing by Designation

  • Click on People Directory
  • Select filter by "designation".
  • A drop-down list opens, from which we could select an option.
  • List of people is populated from which we could select.

Note:

  • You can narrow down your search with all the parameters at the same time as well. After indexing you can select the required person. If you click on the person's name, it will redirect you their page.

Following a person

Follow is a nice way to connect and a form of expression of shared interest. To follow a colleague there are two ways.
Following a person
Following a person

  • Click on People.
  • Search for the person you would like to follow.
  • Instantly click on the right side of the each profile in the people book.
  • Or you can also navigate to the person's profile and click Follow.

Note:

  • You can mutually follow your colleague or your colleague can alone follow you. You have a follow option when you get a onsite notification alert that a colleague is following you. You can also directly click follow from the onsite notifications.

Unfollowing a person

If you wish to unfollow a user, you can press the Following button.

  • Click on People.
  • Search for the person you would like to unfollow.
  • Instantly click on the right side of the each profile in the people book.
  • Or you can also navigate to the person's profile and click on Following to Unfollow.

All Company

Discover relevant activity across the company in real-time without having to navigate away from the feed. All Company Stream includes live updates about the users you follow, the blogs they have written or forms discussions they have created or participated.

You can view the following tabs under All company.
All Company

  1. Company Wall
  2. Forums
  3. Blogs
  4. Files
  5. Wiki

Note:

  • Navigation to these sections can happen in two ways.
    You can either directly click on All company section and the page containing the above tabs automatically opens up.
  • You can hover the mouse towards the end of the section name that says "All company ". You will find a ">" symbol and click on that symbol. You can navigate directly to tab you wish to visit.

Activity Stream

You can stay updated with what your colleagues are working on. Especially you have direct access to their blogs and forum participation.

If you wish to check an activity on the Activity stream, follow these steps.

  • Click on All company.
  • Click on Company wall
  • Navigate to Activity stream section
  • Click on a particular activity within the stream
  • It will directly take to the actual section where the activity took place.

Note:

  • Activities can be within blogs or forums which is visible to you. It can be blogs that were created. Or it can be forum topic that was created or a reply by your colleague to a particular forum topic.

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