Zoho Connect
Changing 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 above the name of the user and you will see a drop-down menu in the right. Change roles between Admin ...
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 ...
Inviting members to a network
Network admins of internal and external networks can invite people by typing their email addresses or by uploading a .csv file containing the addresses. In case the admin hasn't verified their account, they'll need to complete the verification before ...
How to reorder/disable fields in User Profiles?
Overview Network Admins can reorder and disable Fields in user profile to prioritise certain fields to suit their Organization needs. Who can reorder/disable fields in User Profiles? Only the Network Admins can reorder/disable Fields in User ...
Zapier
Zapier Zapier lets you connect Zoho Connect to hundreds of other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps. Each Zap has one app as the ...
Integrating Zoho Sprints with Zoho Connect
What is Zoho Sprints? Zoho Sprints is a planning and tracking tool for agile teams to manage their to-dos effectively. Who can use the Zoho Sprints integration? Any network member who is part of at least one Zoho Sprints project can enable this ...
Integrating Zoho Mail Tasks with Zoho Connect
Overview View all the tasks in your Zoho Mail as a board in Zoho Connect. Tasks added within your mail groups will also be listed as separate boards in Zoho Connect. Who can use the Zoho Mail integration? All members in the network can use the ...
Using Notebook with Zoho Connect
Overview Notebook is a note-taking app that keeps your content safe and synced in the cloud, across all the devices you use. Using the Notebook app inside, Zoho Connect, you can take down notes on posts, forums, manuals, tasks, events, and town hall ...
Installing the Microsoft Office plug-in in Zoho Connect
System Requirements This plugin is available only to Windows users Hardware x486 with 256 MB RAM or higher with a minimum of 10 MB disk space Operating Systems Windows vista 7, 8, and 10 Software Microsoft Outlook 2010 / 2013 / 2016 / 2019 The .NET ...
Deleting a Channel
The admin can delete a Channel by following the below steps: Open your Channel. Click the gear icon in the top-right corner of your Channel. In the new pop-out window, go to the Advanced tab, and click Delete this Channel.
Removing members from a Channel
If your Channel is associated with a group, then members will be removed from it once they leave the group. In a Channel that is independent of a group, the admin can remove members. To remove members: Click the gear icon in the top-right corner of ...
Leaving a Channel
You can leave a channel, regardless of whether it is associated with a group. Leaving a channel will not remove you from the associated group. However, once you leave any Channel, only the admin(s) can add you back to it. To leave a Channel: Click ...
Mute a Channel
When you mute a Channel, you will no longer see the notification for any activity related to it. You can choose to mute a Channel permanently or for a specific time period and you can change this setting any time you need to. To mute a Channel: Click ...
Attaching files to your messages in a Channel
You can attach files from your desktop to your message in a Channel by clicking the paper clip icon in the bottom-left side of your Channel. The maximum file size for an attachment is 30 MB.
Changing member roles
The admin of the Channel can provide admin permissions to other Channel members. Adding multiple admins is only available in the enterprise plans. To add other members as admins: Click the gear icon in the top-right corner of your Channel. Under the ...
Adding Members to a Channel
The admin of the Channel can add members and for Channels that are associated with a Group, members get automatically added to the Channel once they are part of the group. However, the admin can manually add members outside of the group to a Channel. ...
Creating a Channel
Channels are realtime chat rooms for a group of people to discuss topics and make faster decisions. Creating a Channel: Click the "+" icon in the left pane, next to Channels. Enter your channel name, description, and add members or a group. ...
Deleting a Forum
Deleting a Forum To delete your post: Click the menu in the top-right corner of the post. From the drop-down Delete.
Disabling comments for a Forum discussion
You can disable comments for a post that was published by you. Click the menu in the top-right corner of the forum post. From the drop-down, select Disable Comments.
Bookmarking a Forum discussion.
If you've found conversations that interest you, but not the time to read them, or if you think a discussion double up as an important reference material, you can bookmark them and access them anytime later. Here's how to bookmark a Forum discussion: ...
Following a Forum discussion
When you follow a post, you'll receive email notifications and push notification for all activities related to the post. Click the menu in the top-right corner of the Forum post. From the drop-down, click Follow.
Moving a discussion to a different category
Admins can move discussions from one category to another. Click the menu in the top-right corner of the Forum post. Select Move to Category. Select one or more categories to move the post to. Click Done.
Forum Categories
Creating categories The network admin and org admins can create categories. To do this: Click Forums in the left navigation pane. In the bottom left, click the + New Category button. Add the category title. For important categories, admins can ...
Editing a Forum discussion
Forum posts published by you can be edited any time later. To edit your post: Click the menu in the top-right corner of the post. From the drop-down, select Edit. You can edit the content, select more categories or remove selected ones, and disable ...
Starting a Forum discussion
To post a forum: Click Forums in the left navigation pane. Click the + icon in the top-right corner of the page. Type out your post in the editor. Select one or more categories for your post from the Choose Category drop-down menu. If you want to ...
Forums Overview
A forum is an online platform to start a discussion around a topic or issue. It is a great place to source solutions from the members in your organization, and also, to share company newsletters, business articles, and generate discussions around it. ...
Code Editor in Forums
Overview The Code editor in Forums is specialized for writing software. Depending on the programming language used, the code editor will highlight code snippets and provide automatic indentation. This will help improve the readability of the ...
Creating and managing town halls in Zoho Connect
How to create a town hall session? Click Town Hall in the left navigation pane. Click New Town Hall, seen in the bottom-left part of the page or the "+" icon in the top-right part of the page. Add the name and description and select the participants ...
Overview of Town Halls in Zoho Connect
What is Town Hall? Town Hall is a place to start Q&A sessions with the entire network, or a group, or with specific members around a topic. Town Halls provide a platform for members to raise questions and get them answered directly from the experts ...
Switching between the list and calendar view
You can switch between the list and the calendar view ay time you like. To do this: Click Events in the left. Click List in the top-right part of the page.
Creating an event
Events are a great way to keep track of all your appointments in one place. Depending on the permissions set by the admin, a member may or may not be able to create Events at the group and network levels. Click Events in the left menu. The Calendar ...
Events Overview
You can create events for all your commitments, be it a team meeting or a personal appointment. Events are available at the network level, the group level, and at the user level. Creating events at the network level and the group level depends on the ...
Event assistants in Zoho Connect
Who are event assistants? Event assistants are members who have been assigned to attend meetings, observe, and report about them. They are very similar to invitees and they will also receive notifications regarding the event. They cannot, however, ...
Adding new event types in Zoho Connect
Overview Add and customize new event types for your network. Once a new event type is added, members in your network will be able to create events under the new types. Who can create a new event type? Only the network admin can add a new event type. ...
Viewing File info
In this section, you can view a specific document's comments, version history, a timeline of changes made, and access stats. Go to the files app in the network or a specific group. For network level files, simply click Files in the left menu. For ...
Creating documents
Collaborate with your team while creating documents, spreadsheets, and presentations using our editors powered by Zoho Docs. Go to the files app in the network or a specific group. For network level files, simply click Files in the left menu. For ...
Creating a Folder
Go to the files app in the network or a specific group. For network level files, simply click Files in the left menu. For group files, go to the Group and click the Feeds drop-down menu at the top, next to the group name. Click Files. In the section ...
Uploading Files
Go to the files app in the network or a specific group. For network level files, simply click Files in the left menu. For group files, go to the Group and click the Feeds dropdown menu at the top, next to the group name. Click Files. In the frame ...
Enabling Files
Enabling the Files app at the Network/Company level Only the org and network admins can enable or disable the Files app. Go to the network/company wall. Click the Feeds drop-down menu at the top, next to the group name. Click Manage Apps. Use the ...
File Management
With the Files app in Zoho Connect, you get an online repository for all your company and team documents. Powered by Zoho Docs, our editors can help you create spreadsheets, documents, and presentations together with your team. The Files App is ...
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