Inviting and Managing Members

Inviting and managing members in Zoho Connect controls who has access to your network and what role they hold. This guide covers adding people and keeping membership up to date.

How to invite members

1. Go to Members > Invite Members.
2. Invite people by entering their email address, or upload a CSV file to add several people at once.
3. Assign each person a role, such as Admin, Member or Guest.

Managing existing members

From the members area of your network’s admin settings, you can review who has access, change someone’s role, or remove a member who no longer needs access.

Tips

• Assign the Guest role to external contacts who only need limited access, rather than giving them full Member access.
• Review your member list periodically and remove anyone who has left the organisation.
• Use a CSV upload when onboarding several people at once, such as a new starter cohort.