Inviting and Managing Members
Introduction
Whether you’re launching a new project or scaling your team, inviting and managing members in Zoho Tables ensures seamless collaboration while keeping your data secure. With defined roles and permissions, you can control who can access, edit, or manage your data without needing IT expertise.
This guide will walk you through how to invite team members, assign roles, and manage member access effectively in Zoho Tables.
Step-by-Step: How to Invite and Manage Members
1. Invite Members to the Portal
- Go to the Zoho Tables Portal.
- Click on the Settings icon at the top right.
- Select Users & Permissions > Invite Users.
- Enter the user’s email address.
- Assign a portal role (Owner, Manager, or User).
- Click Send Invitation.
2. Add Members to a Workspace
- Navigate to the relevant Workspace.
- Click on the Workspace Settings.
- Select Manage Users > Add Members.
- Enter the user’s email address.
- Choose the appropriate workspace role (Manager, Editor, etc.).
- Click Add.
3. Assign Roles at the Base or View Level
To fine-tune access, you can assign users specific roles at the Base or View level:
- Go to the desired Base or View.
- Click Share.
- Enter the user’s email address.
- Select a role:
- For Base: Manager, Editor, Data Maintainer, Commenter, Viewer
- For View: Data Maintainer, Commenter, Viewer
- Click Share to send access.
4. Modify or Remove Users
To change roles or remove members:
- Go to Settings > Users & Permissions.
- Locate the user under the Portal, Workspace, or Base list.
- Click the role dropdown to change their access level.
- Or click the ‘Remove’ icon to revoke access.
Use tools like:
Tips:
- Review roles regularly: Update user roles as responsibilities change.
- Keep sensitive data limited: Use “Viewer” or “Commenter” roles for external or temporary users.
- Use workspace roles to manage teams easily instead of individual base permissions.
