Collaborators in Zoho Catalyst

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Introduction

A collaborator is a co-developer who works with you on a Catalyst application. You can add collaborators at the project or organization level with appropriate permissions.

Catalyst supports:

  • Multiple organizations per account
  • Different collaborators per organization
  • CLI and Console access based on roles

Types of Collaborators

  1. Project Member

Has access only to specific projects.

Note: Can be added by a project member with permission or an admin.

 

  1. Admin

Has access to all projects in the organization and additional privileges:

  1. Super Admin
  • One per Catalyst account
  • Can delete the entire Catalyst account

 

Add a Collaborator

 

Steps:

  1. Go to Settings > Collaborators
  1. Click Add or Assign.
  1. Choose:
    • Project Member → Select project + profile
    • Admin → No project/profile required
  1. Enter email addresses.
  1. Select profile(s) if project members.
  1. Click Confirm.

 

Invite Status & Management

  • Invited members appear under Collaborators with “Invitation Pending” status.
  • Reinvite using the Reinvite button.
  • Admins see all projects; project members only see what they’re assigned to.

 

Search & Filter Collaborators

  • Use the search bar to find collaborators by name/email.
  • Use filters: Admins, Members, Deleted, or by project.

Assign New Project to a Member

  1. Open the collaborator’s detail section
  2. Click Assign New Project
  1. Choose project and role → Click Assign

Remove a Member from a Project

  1. In member’s detail section, click ⋮ > Remove from Project
  1. Confirm in the pop-up.

Change Collaborator Type

Change Project Member → Admin

  1. Click on the project member’s details section from the Collaboratorslist, then click Change to Admin.
  1. Click Confirm in the pop-up.

 

Change Admin → Super Admin

  1. Click on an admin’s details section from the Collaboratorslist, then click Change to Super Admin.

 

2. Click Confirm in the confirmation pop-up.

Change Admin → Project Member

  1. Open the admin’s details section from the Collaborators Click the ellipsis icon, then click Change to Project Member.
  1. Click Confirm in the confirmation pop-up.

 

Delete a Collaborator

 

  1. Go to their detail section → Click ⋮ > Delete

Open the admin’s details section from the Collaborators list. Click the ellipsis icon, then click Delete.

  1. Type DELETE → Click Confirm

Type “DELETE” in the confirmation pop-up and click Confirm.

 

Permanently Delete a Catalyst Account

 

Only Super Admins can do this.

  1. Click ⋮ > Delete Catalyst Account at the bottom of Collaborators section

Click on the ellipsis icon on the bottom of the Collaborators section in Settings, then click Delete Catalyst Account.

  1. Type DELETE → Click Confirm

Type “DELETE” in the confirmation pop-up and click Confirm.

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