Create and manage groups in Zoho Connect
Create groups in Zoho Connect, choose the right group type, and manage members, roles and settings. This article is for Connect users and network administrators.
Applies to: Zoho Connect – All clients
About groups
Groups in Zoho Connect are collaboration hubs for departments, project teams or interest areas.
Group types
- Public groups: anyone in the network can see the content and take part. Members must be added by an admin, or approved through a join request.
- Private groups: membership is by admin invitation only, and non-members can't see the content.
- All Hands groups: everyone in the network is added to the group automatically.
Create a group
- Go to Groups in the left navigation panel.
- Click the + (Add) icon in the top-right corner.
- Enter the group name, description and group category.
- Choose the group type: All Hands, Public or Private.
- Add the first members and click Create.
Manage members and roles
- Add members: open the group, select Add Members from the top-right menu, select the users and confirm.
- Delegate roles: network admins can assign more than one Group Admin, or set up Custom Roles to share moderation and member management.
Group settings and permissions
| Setting | What you can do |
|---|---|
| App configuration | Turn built-in modules on or off for each group, including Tasks/Boards, Files, Manuals, Events and Custom Apps. |
| Posting and moderation | Limit who can post to admins or specific roles, and turn on pre-moderation so posts are approved before they appear on the group wall. |
| Group channels | Set up real-time chat channels linked to the group, for quick conversations alongside the group feed. |
| Data governance | Control file upload and download permissions, and restrict data export in group manuals and boards. |
| Third-party integrations | Connect group-level webhooks and external tools (for example, Trello, Asana or Google Drive) to post automatic updates to the group feed. |
Control who can create groups
Network administrators can go to Settings (gear icon) > Policies > Network Settings and choose whether group creation is open to Everyone or limited to Network Admins only.
Related articles
- Create and manage task boards in Zoho Connect (boards can be linked to a group)
- Get started with Zoho Connect
- Creating a group in Zoho Connect (Zoho help)