Every user can be a member of multiple groups, organizational groups (created by admin) or personal groups (created by users). The moderators or the owners of the group can enable Streams for the groups. The groups for which Stream are enabled are listed inside Streams for all users.
Group stream contains the various posts, events, tasks, and notes posted by the members of the Group. All members can view the various entities shared with the Group. The members can respond to the posts by liking the post and or adding comments to the post. Every Group Stream has the following 4 default tabs.
Stream - All the activities in the group chronologically listed from new to old in the tab.
Unread - The activities, which you have not yet read or participated are listed here.
@mentions - The tab summarizes all the posts in the group, which explicitly @mentions you.
Favorites - The tab compiles the posts, which you have marked as Favourite.
The fifth tab is a search based tab. When you click on any user's name, all the posts by the user in the group are listed in a separate tab. Similarly clicking any #tag will list the posts with the #tag in the group as a new tab.
You can use the Filter by option in any of these tabs, to view just messages/ events/ tasks/ notes and so on.
You can add a post as a favorite, which can be mainly used as a reference and can be retrieved using the favorite view. When you favorite an item, it is a sort of bookmark, and the owner will not be notified of the action. You can click the 'Favorites' tab in the group to view all the favorite posts of that group. Additionally, the 'Tags' created in Mail can be used here also for classifying the posts.
You can pick the posts in a particular group with the same tags, using the Tag filter near the top.
You can, #tag similar items in your posts/ comments. When you click any #tag, all the related posts with the #tag will be listed in a new tab. The Popular #tags in a group will be populated and you can click them to view all the posts with the particular #tag.
You can @mention any user in the group to grab their attention to the post. When you @mention any user, they will get a notification about the post or the comment in which they are @mentioned. You can also @mention groups directly to notify all the group members about your post or comment.
In tasks you can @mention the user, to assign the task or the subtask to him/ her.
The Attachments tab provides you a consolidated view of all attachments added to the posts in the particular group. This helps you skim through images/ documents across the group easily and locate the file shared to the group quickly.
Apart from the members of the group/ team, the post owner or the group members can invite another user in the organization, who is not a part of the group, as an invitee to the particular post of the Stream. Invitees are persons in the same organization, who might be related only to the particular post. Mostly the other persons are invited, to get their feedback, or to notify the person about a related discussion. Sometimes, it may also relate to delegate a task or activity in which the person may also be involved.
You can click the Invitee section to view the invitees or add new invitees to the post if the post allows invitees.
The guest can be uninvited at any point, in case the owner feels that further discussions are private to the group. The users can be uninvited or removed only by deleting them from the Invitee list. Deleting the comments will only delete the comments, but not uninvite the users.
Ex: Sales manager can be invited to a particular post about some marketing activity in the Marketing group either to inform them about the happenings/ to get their feedback about the activity.
The owner of the post can allow or deny invitees to be invited by other group members. When posting the status, the owner can click the lock icon, to deny further invitees to the post.
Similarly, if the same user decides later to allow further invitees/ guests to the post, the owner can click the icon to allow or disallow other members to add invitees to the group.
- Members can add invitees to the post. The owner of the post/ moderator can click the Invitee icon, to block further invitees to the post.
- Members cannot add invitees to the post. The owner/ moderator of the group can click the icon, to allow invitees to the post.
You can also post private comments, in case you do not want to share some sensitive or confidential detail to the entire group. Private comments can be made to the posts or even to the other comments. The private conversation will be visible only to you and the other person.
The private comment will be visible only to the person to you and to whom you made the comment.
You can Share a post in a group, to another group along with the comments, attachments and even the invitees of the post. Select the share option from the Post's drop down menu.
You can choose to Include the original comments or share only the message without the comments using the checkbox. Similarly, you can invite the original invitees to the post, shared to the other group, to enable them to participate in the discussion here. You can add a custom message to the original post when sharing to the different group.
The original post and the comments appear as quoted text in the shared post.
For every post, you can view the timeline of activities which provide you an overall insight into the particular post. Especially in the case of Tasks, the timeline shows significant information like when the Task was created, who assigned the task to whom, who changed the status of the task, when the due date was changed and so on. Apart from this, the details of who invited the guests to the post, the time they were invited to the post are also included in the Timeline.
To remove a member from a particular Streams group, you must remove them from the Group you created. This, in turn, will remove them from the Streams group.
Steps to remove a member:
- Login to accounts.zoho.com.
- Select Groups from the Dashboard.
- Choose the group whose member(s) you'd like to remove.
- In the Members section, click the dropdown next to the relevant members, and choose Delete.
- Refresh your Streams page for the change to be effective.
To know more about member addition and deletion from Groups, click here.
Only the Group Administrators will be able to delete members from the group.