Related FAQs - Share

Should users have a Zoho Creator account to access the application shared to them?

Shared users must have their own Zoho Creator account to access the application/form/report shared to them. The shared email address should be the one with which they have created their accounts. For instance, if an application is shared to an email address user1@zoho.com, the user must have a Zoho account, with the same address to access this application.

If the shared user holds an existing Zoho account, it would be sufficient to sign in to access the application. If the shared user does not own an existing Zoho account, the user must sign up with the email address specified in the invitation email. The shared applications will be listed under Shared to me tab provided in the login home page.

The business version provides the option to configure a user as a developer. What is the difference between an admin user, a user and a developer?

A developer will have permission to create new applications in the admin's workspace. A developer can access the admin's workspace by selecting it from the Choose workspace list box displayed in the account home page. Refer FAQ -> Business Version -> Definitions, to learn more about what is a workspace and difference between a admin user, developer and user.

Will shared users be able to modify the application structure. (i.e) the form and report configurations?

Irrespective of whether an application is private or public, only the owner of the application can modify the structure of the applications created in Zoho Creator. (i.e.) only the owner has the permission to add, modify, delete the forms, fields and reports in Zoho Creator.

In Business edition, a user can also be assigned the role of a developer. A developer will have permission to create new applications in the admin's workspace. If the admin wants to permit the developer to edit any of his applications, he has to configure the same from the "Application Settings" dialog, by choosing the developer's ID from the Provide Edit permission to dropdown and click Save.

Refer FAQ -> Business Version -> Definitions, to learn more about what is a workspace and difference between a admin user, developer and user.

How can a user, with developer role, create new applications in the owner's or admin's workspace?

To access the admin's workspace the developer can select the same from the Choose workspace list box, displayed in the account home page.

I have given Developer access to a user, but the user was not able to edit an application created by me. Is there anything I am missing?

After adding a developer, the owner has to specify which application the developer will be able to edit. To do this, the owner should navigate to the Application Settings of that particular application and in the pop window, under the drop-down Provide Edit permission to, choose the developer's ID and click Save.

Is it possible to restrict the edit/delete capability of some users to only records created by that user, while allowing super users to edit/delete all records, for the same report?

The Edit permissions configured for a report will be applicable to all the users with whom the report is shared. To restrict the edit permissions to only a set of users for the same report:

  1. Create duplicate copies of the report.
  2. Use the Share tab, to share the first report with normal users and the second report with super users.
  3. For the first reprort, set the criteria as Added_User equals zoho.loginuser, to enable the normal users to access only the records that they have added. Set the Edit Permissions to Add/Delete/Edit as needed.
  4. For the second report, just set the edit permissions to Add/Delete/Edit, without specifying any criteria. The users who view this report will be able to access all the records.

How can I embed the Zoho registration form on my website so that my users can login before accessing the forms?

For non-registered users, add an <iframe> on your page with the following src. The parameter serviceurl can be used to forward the page to the required url after signing up the registration form:
https://accounts.zoho.com/register?servicename=ZohoCreator&serviceurl=http://www.mydomainename.com/mypage.htm

For registered users, add an iframe on your page with the following src:
https://accounts.zoho.com/login?servicename=ZohoCreator&username_label=Email%20Id&hidesignup=true&serviceurl=/userid/appid/form/1/

What can I do if I have problems/issues with my application and would like to share it with the support staff?

Edit Access to Support allows you to share your application with the Zoho Creator Support team, providing the team with edit persimmions in order to facilitate analysis of the application for resolving issues.