Zoho Connect
Using surveys in Zoho Connect
What is Zoho Survey? Zoho Survey is an online tool that helps you create surveys, publish them, view responses and generate reports on them. You can use the drag-and-drop builder to create your survey from scratch or you can choose from a list of ...
Using web tabs in Zoho Connect
What is a web tab? Websites that you use often can be added as web tabs and accessed from within your Zoho Connect network. Who can create a web tab? Network admin can create web tabs that are accessible to all members in the network. Similarly, ...
Setting up and syncing with Zoho Directory
Welcome to Zoho Directory Sync Zoho Settings Click on 'Authorize with Zoho'. accounts.zoho.com will open in a separate window, where you will get authtoken to handle further requests. Unauthorized User When users who don't have permission to Admin ...
Installing Zoho Directory
How to install Zoho Directory? Click the gear icon in the top right corner and then select Settings from the dropdown. Click Active Directory in the Setup page. Click Go to Zoho Directory in the Active Directory page. Zoho Directory ...
Active Directory sync in Zoho Connect
What is Zoho Directory? Zoho Directory (ZD™) is a centralized admin console for easy management of all services in our organization. The prime feature of Zoho Directory is the unification of user management (i.e) all features including adding a user, ...
Marking a notification as read/unread in Zoho Connect
Keep track of important activities in your network better by marking notifications as read/unread. How to mark notifications as read/unread? Click the bell icon in the top-right corner of your Zoho Connect page. From the list of notifications, hover ...
Admin Guide-Configuring notification preferences for posts in the network
Overview Network Admins can set the notification preferences for posts made in the network. This is automatically applied to all members in the network. Individual members can, however, change the preferences for themselves. How can admins change the ...
What happens to the data once the trial period ends?
Once your trial is over, you will be automatically moved to the free plan. The free plan lets you: Add up to 25 users to your network. Create 3 groups. Create 3 custom apps. Create 3 boards. Create 3 manuals. Configure 10 integrations. Create any ...
File attachments in Zoho Connect
You can attach documents from your desktop, Zoho WorkDrive, Google Drive, Dropbox, OneDrive, Box, and also, from the Files app within Zoho Connect. Click the paper clip icon to attach files. The maximum file size per attachment is 10 MB for documents ...
My Schedule in Zoho Connect
Overview My Schedule gives you the list of Tasks, Events, and Town Hall sessions scheduled for the day. This is user-specific and only the Tasks assigned to you, Events and Town Hall sessions you are part of are listed here. Views There are ...
Creating and managing widgets
Who can create and manage widgets? Widgets can be created at three levels: the Company wall, the Group wall and the My Feed page. The network admin can create and customize the widgets section in the Company wall, the group admin has control over the ...
Widgets-Overview
What is a widget? A widget is a simple application or extension that helps users easily access specific links or features. For example, links that members access often can be added as a Quick link widget, Upcoming events or Pending tasks can be ...
Removing Guests
The network admin can remove guests and restricted guests from specific groups, or from the entire network. To remove a guest or restricted guest from a group: Click Setup from the dropdown menu in the top-right corner of your screen. Under Users & ...
Adding Guests and Restricted Guests to a Group
Give guests and restricted guests access to groups related to their work. The network admin can add guests and restricted guests to groups, from the setup page. To add guests and restricted guests to a group from setup: Click Setup from the ...
Inviting Guests
The network admins can add guests and restricted guests by Mail or by Bulk Import. An invitation email will be sent to them and on accepting it, they will be given access to the network. Guests and restricted guests can be added to your network from ...
Overview of Guest Access
Guest Access The Guest Access feature lets your team work together with external stakeholders like investors, consultants, contract employees, etc. by adding them as guests, or restricted guests to one, or more groups in your Zoho Connect ...
Moderation for the network wall
Once you enable Moderation, all posts and comments made on the network wall will appear there only after a moderator approves them. All network admins are added as moderators by default, and you can add members as additional moderators, if needed. Go ...
Permissions for the network wall
As an admin, you can set permission levels exclusively for the network wall (Company wall). You can decide who can make announcements, upload files to the network level files app, publish a manual to the network wall, and create custom apps or ...
Setting up Policies
User policies in Zoho Connect lets you decide who can create groups, channels, boards, and manuals in your network. To customize policies: Click the gear icon in the top-right corner of your page and select Settings. Click Policies under Network ...
What happens to the data once the trial period ends?
Once your trial is over, you will be automatically moved to the free plan. The free plan lets you: Add up to 25 users to your network. Create 3 groups. Create 3 custom apps. Create 3 boards. Create 3 manuals. Configure 10 integrations. Create any ...
File attachments in Zoho Connect
You can attach documents from your desktop, Zoho WorkDrive, Google Drive, Dropbox, OneDrive, Box, and also, from the Files app within Zoho Connect. Click the paper clip icon to attach files. The maximum file size per attachment is 10 MB for documents ...
My Schedule in Zoho Connect
Overview My Schedule gives you the list of Tasks, Events, and Town Hall sessions scheduled for the day. This is user-specific and only the Tasks assigned to you, Events and Town Hall sessions you are part of are listed here. Views There are ...
Creating and managing widgets
Who can create and manage widgets? Widgets can be created at three levels: the Company wall, the Group wall and the My Feed page. The network admin can create and customize the widgets section in the Company wall, the group admin has control over the ...
Widgets-Overview
What is a widget? A widget is a simple application or extension that helps users easily access specific links or features. For example, links that members access often can be added as a Quick link widget, Upcoming events or Pending tasks can be ...
Removing Guests
The network admin can remove guests and restricted guests from specific groups, or from the entire network. To remove a guest or restricted guest from a group: Click Setup from the dropdown menu in the top-right corner of your screen. Under Users & ...
Adding Guests and Restricted Guests to a Group
Give guests and restricted guests access to groups related to their work. The network admin can add guests and restricted guests to groups, from the setup page. To add guests and restricted guests to a group from setup: Click Setup from the ...
Inviting Guests
The network admins can add guests and restricted guests by Mail or by Bulk Import. An invitation email will be sent to them and on accepting it, they will be given access to the network. Guests and restricted guests can be added to your network from ...
Overview of Guest Access
Guest Access The Guest Access feature lets your team work together with external stakeholders like investors, consultants, contract employees, etc. by adding them as guests, or restricted guests to one, or more groups in your Zoho Connect ...
Moderation for the network wall
Once you enable Moderation, all posts and comments made on the network wall will appear there only after a moderator approves them. All network admins are added as moderators by default, and you can add members as additional moderators, if needed. Go ...
Permissions for the network wall
As an admin, you can set permission levels exclusively for the network wall (Company wall). You can decide who can make announcements, upload files to the network level files app, publish a manual to the network wall, and create custom apps or events ...
Setting up Policies
User policies in Zoho Connect lets you decide who can create groups, channels, boards, and manuals in your network. To customize policies: Click the gear icon in the top-right corner of your page and select Settings. Click Policies under Network ...
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 ...
Network Analytics
Know how members are interacting within your network by viewing the numbers on active users, groups, and the user engagement graph. Click the gear icon in the top-right corner of the page and select Settings. Click Analytics. Overall Health The ...
Customizing Zoho Connect
Make Zoho Connect all yours by uploading the logo, favicon, and adding a custom CSS. Click the gear icon in the top-right corner of your page and select Settings. Click Logo and Favicon under Customization. Upload your logo or favicon and ...
Customizing Zoho Connect
Make Zoho Connect all yours by uploading the logo, favicon, and adding a custom CSS. Click the gear icon in the top-right corner of your page and select Settings. Click Logo and Favicon under Customization. Upload your logo or favicon and ...
Setting up Custom Domain
You can setup and access Zoho Connect from your own domain by following the below steps: Go to Settings-->Network Settings-->Custom Domain. Create a CNAME (Eg: connect) and map it to customer-connect.zoho.com. Map the custom domain ...
Reordering the apps in Zoho Connect
The apps listed in the left menu can be placed in an order that suits each user. Users also have the option to change the order of the modules in the mobile app. How to reorder the apps in the left menu? Click the three-dot menu in the left ...
Changing the start day of the calendar in Zoho Connect
Overview The admin of the network can change the start day of the week for the calendar that appears in Zoho Connect (this includes the events calendar and the date picker). Who can change the start day? Only the admin of the Zoho Connect network can ...
Upgrading/Downgrading your plan
Upgrading your plan. Zoho Connect provides flexible plans for teams of different sizes. By default you will be signed up for a free plan. You can subscribe to an Enterprise plan for accessing advanced features or continue with the free version. Click ...
Disabling user accounts.
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.
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