Creating and Configuring a Network

Estimated reading: 2 minutes 23 views

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
Workspace Setup - Previous Understanding User Roles and Permissions Next - Workspace Setup Inviting and Managing Members

Leave a Reply

Your email address will not be published.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

Share this Doc

Creating and Configuring a Network

Or copy link

CONTENTS

Learn how we helped 100 top brands gain success