Collaborators in Zoho Catalyst

Estimated reading: 3 minutes 308 views

A collaborator is a co-developer who works with you on a Zoho Catalyst application. You can add collaborators at the project or organisation level, each with their own permissions. Catalyst supports multiple organisations per account, different collaborators per organisation, and CLI or console access based on role.

Types of collaborators

Project Member: has access only to the specific projects they are added to. A project member with the right permission, or an admin, can add other project members.
Admin: has access to every project in the organisation, plus additional privileges.
Super Admin: there is only one per Catalyst account, and only the Super Admin can delete the entire Catalyst account.

Adding a collaborator

Go to Settings > Collaborators.

Click Add or Assign.

Choose the collaborator type: a Project Member needs a project and profile selected, while an Admin does not.

Enter the email addresses to invite.

Select the profile or profiles, for project members.

Click Confirm.

Invite status and management

An invited member appears under Collaborators with an “Invitation Pending” status, and can be sent a reminder using the Reinvite button.

Admins can see every project, while project members only see the ones they have been assigned to.

Search and filter collaborators

Use the search bar to find a collaborator by name or email, or filter the list by Admins, Members, Deleted, or by project.

Assigning a new project to a member

Open the collaborator’s detail section.
Click Assign New Project.

Choose the project and role, then click Assign.

Removing a member from a project

In the member’s detail section, click the ellipsis icon and choose Remove from Project.

Confirm in the pop-up.

Changing a collaborator’s type

Project Member to Admin

Open the project member’s details from the Collaborators list, click Change to Admin,

then click Confirm in the pop-up.

Admin to Super Admin

Open the admin’s details section from the Collaborators list, then click Change to Super Admin.

Click Confirm in the confirmation pop-up.

Admin to Project Member

Open the admin’s details section, click the ellipsis icon, then click Change to Project Member,

and click Confirm in the pop-up.

Deleting a collaborator

Open the collaborator’s detail section, click the ellipsis icon, then Delete.

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

Permanently deleting a Catalyst account

Only the Super Admin can do this. Click the ellipsis icon at the bottom of the Collaborators section in Settings, then click Delete Catalyst Account.

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

Frequently asked questions

What is the difference between a Project Member and an Admin?

A Project Member only has access to the specific projects they are added to, while an Admin has access to every project in the organisation, with additional privileges.

How many Super Admins can a Catalyst account have?

Only one. The Super Admin is the only collaborator who can permanently delete the whole Catalyst account.

Can I undo removing a collaborator?

Deleting a collaborator or a Catalyst account is confirmed by typing DELETE, and both actions are permanent, so they should be done carefully.

Need help?

Need help managing collaborators on your Zoho Catalyst project? Contact support@thoughtlogik.com or see our Zoho custom app development services.