Workspace Setup

Workspace setup covers the initial admin tasks when bringing Zoho Connect into your organisation: creating your network, understanding roles, and inviting members.

Topics covered in this section

• Understanding user roles and permissions
• Creating and configuring a network
• Inviting and managing members

Frequently asked questions

Do I need admin rights to create a network?

You’ll typically need to be the person setting up your organisation’s network, and you become its administrator once it’s created.

Can I invite external contacts, not just employees?

Yes, external contacts can be added as guests or restricted guests with limited access.

Need help?

Need help setting up your Zoho Connect workspace? Contact support@thoughtlogik.com or see our Zoho implementation services.