Creating and Configuring a Network
Introduction
Zoho Connect helps businesses build secure, collaborative digital workplaces. Whether you’re a small team or a growing organization, setting up a dedicated network is the first step to streamline communication and improve teamwork.
This guide walks you through the steps to create and configure your Zoho Connect network effectively.
Step-by-Step Instructions:
1. Sign Up or Log In to Zoho Connect
- Visit Zoho Connect (https://www.zoho.com/connect/)
- Sign in with your Zoho account or create a new one if you don’t have an account yet.
2. Create Your Network
- Click on "Create a New Network"
- Enter the name of your network (e.g., your company name)
- Choose your preferred network type:
- Internal (for employees)
- External (for clients, vendors, partners)
- Click Create
3. Set Network Preferences
- Go to Settings > Network Settings
- Configure:
- Network logo and branding
- Email domains for auto-joining
- Default permissions for posts and groups
4. Add Users
- Navigate to Members > Invite Members
- Invite users by:
- Email address
- CSV file upload
- Assign roles (Admin, Member, Guest)
5. Create Groups
- Go to Groups > Create Group
- Choose a group type:
- Department, Project, Custom
- Set access permissions (Public, Private, Secret)
- Add relevant team members
6. Configure Apps and Tools
- Enable/disable modules from Admin Panel > Manage Modules
- Customize features such as:
- Feeds
- Tasks
- Forums
- Manuals
- Events
7. Set User Permissions
- Go to Settings > Roles and Permissions
- Manage:
- Who can create content
- Tasks
- Admin privileges
- Group-specific controls
Tips for Better Network Management
- Use naming conventions for groups and manuals
- Encourage team members to participate actively
- Set up automated onboarding for new joiners
- Keep your apps and integrations updated
- Regularly review and archive unused groups
