Managing Workspaces: Role of Workspace Administrators in Zoho Analytics

Estimated reading: 2 minutes 303 views

Zoho Analytics uses workspace and organisation-level roles to control who can manage data, users and settings. This guide explains what a Workspace Administrator can do and how to assign or remove one.

Who is a Workspace Administrator

A Workspace Administrator is a user assigned to manage one or more specific workspaces in Zoho Analytics. They can perform almost all functions within that workspace, except deleting or renaming it.

What a Workspace Administrator can do

  • Add tables and import data.
  • Create reports and dashboards.
  • Share views with other users.
  • Publish and embed views.
  • Export and email reports.

They have full control over the data within their assigned workspace, but cannot see or access other workspaces or organisations unless separately assigned to them.

How to add a Workspace Administrator

  1. Go to Workspace Settings.
  2. Click Manage Users.
  3. Click Add New Users.
  4. Enter the user’s email address.
  5. Set their role to Workspace Administrator.
  6. Click Add.

Only Account Administrators and Organisation Administrators can assign this role.

Can a Workspace Administrator add users?

Yes. They can share views and reports with users, and grant view-only or interactive access to others in the same workspace.

How to remove a Workspace Administrator

Option 1: Remove the user from the workspace

  1. Go to Workspace Settings > Manage Users.
  2. Select the user.
  3. Click Delete.

Option 2: Change their role

  1. Go to Workspace Settings > Manage Users.
  2. Hover over the user and click Change Role.
  3. Choose the new role (for example, User or Viewer) and click Apply.

Frequently asked questions

Can a Workspace Administrator see every workspace in the account?

No, only the workspace or workspaces they have been assigned to; their access does not extend to other workspaces or organisations.

Who can assign a Workspace Administrator?

Only Account Administrators and Organisation Administrators can assign this role.

Need help?

Need help managing users and roles in Zoho Analytics? Contact support@thoughtlogik.com or see our Zoho optimisation services.

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel