User settings helps you to add users and set up permissions levels for an effective user management. To start with, there are various sections in user settings which allows you to perform specific configurations for the user you have selected.
Adding users to your portal is the first step in user management. You can invite any number of users according to your business needs.
To invite Users
Click on Settings > Users > Invite Users.
Enter the Name or Email ID of the user in the Users text-box. The system sends an invitation to the User's Email ID and he/she must accept the invitation to join your portal.
Furthermore, you can go ahead and view the list of pending invitations in the Invited Users section. You can also resend the invitations or delete the invitation that are sent by mistake.
Note: Invite Users option will not be available in an Intranet Portal ( Zoho Buiness - Organization account). If you wish to add users to the intranet portal, you need them as your organization members in your Zoho Business account, so that they get added to your intranet portal automatically.
To re-invite users
Click on Settings > Users > Invited Users.
Select the user and click on Re-invite. The system will resend the invitation.
Groups
This section displays list of groups that are mapped to your portal and the groups which you own (Zoho Accounts- Groups). These groups are useful to organize a specific forum for particular members in your portal, share files/folders to your members etc.,
To add / remove groupsto your portal
Click on Settings > Users > Groups.
To add groups, select the group which you would like to map to you portal from the Other Allowed Groups list and click on Add. The selected group is now displayed in Groups mapped with this portal list.
To remove groups , select the required group from the Groups Mapped with this portal list and click on Remove. The selected group gets removed from your portal.
In addtion, you can also create new groups and add it to your portal, if it is not available in the Groups list.
To create a new group:
Goto accounts.zoho.com > select Groups (panel) > Create New Group.
Once created, the corresponding group gets displayed in the Other Allowed groups list in Zoho Discussions.
You can go ahead and add this group to your portal.
If you are a Zoho business user, you can follow the below steps to create groups with your organization portal members ( Example: salesgroup, accounts-team):
Goto business.zoho.com > select Groups (left-panel ) > Create Group.
Once created, the corresponding group gets displayed in the Other Allowed groups list.
You can go ahead and add this group to your organization portal. To learn more, read: Organizational Groups
User Labels
User Labels are the user identities which helps you to differentiate or identify each members in your community.Zoho Discussions allows you add any number of labels for every user in your portal.Later, these labels can be mapped against the portal and its associated forums. i.e., you can specify individual labels for the portal and its associated forums.
Following are few examples of the user labels that you can specify for your members:
Designation
Nick Name
Working Department etc.,
To create labels
Click on Settings > Users > User Labels.
Select New Label link and specify the Label Name in the text-box.
Click on Add. The specified label gets added and you can map this label to any of your portal member. Refer : Map User Labels
To delete labels
Click on Settings > Users > User Labels.
Identify the label that you want to delete and click on Delete. The label gets deleted from your portal.
Note: You can also map the user label by clicking on the Profile Image of the particular user from Recent Topics tab.
Members
Members are the registered users of your portal. Here you can view the list of portal members and also carry out the following operations:
Managing users allows you to set up the profile information, permissions levels and map user lables for your portal members. In addition, you can also moderate, block, delete users from your portal. The manage users related actions are:
General information section displays the profile details of the selected member. You can only update / modify certain details such as their Wiki URL, Blog URL and . Other details can be updated by the corresponding user in their preferences section.
To update user information
Click on Settings > Users > Members.
Select the user from the list and click on Manage.
In the General Info section, update Wiki URL, Blog URL, and Website URL (if required).
Click on Save. The information of the selected member gets updated.
Configure User Permissions
User Permissions allows you to set the portal and forum permissions for the users.You can determine the permisison levels based on their role. In Zoho Discussions, the user roles are classified into three categories such as Member, Moderator and Administrator. Each role has specific set of permissions which decide the portal and forum access level.
For Example: Members have the permission to create topics, post responses, update their personal information etc., whereas moderators have the permission to approve posts, manage topics, etc., and administrators have permissions to manage the portal, forum , users etc.,
Note: To Learn more about the permissions levels of Members: read User Guide and for moderators: read Moderation guide
To configure the user permissions
Click on Settings > Users > Members.
Identify the member from the lists and click on Manage.
Select Permissions tab and do the following:
Portal Permissions: Select Member or Admin permission from the drop-down list .
Forum Permissions: Select Member or Moderator permission from the drop-down list . The corresponding permission levels gets updated for the member.
Map User Labels
This section allows you to map portal labels and forum labels for the selected member. You can map individual labels for portal and for every forums, associated with the portal. In addition, you can also create labels for the selected member.
To map user label
Click on Settings > Users > Members.
Identify the member from the list and click on Manage.
Click on Labels tab and select the required label from PortalLabel/ ForumLabel drop-down. The selected label gets updated for the member.
Block Users
You can block unwanted users from posting topics and responses in your community. When a particular user is blocked, he/she will not be able to view information and perform any operations that are specific to your portal.
To block a member
Click on Settings > Users > Members.
Identify the member whom you would like to block and click on Block link. The corresponding is now blocked and you can unblockthe user using Unblock link, whenever needed.
Note: Block user link can also found directly on the particular user’s profile page.
Moderate Users
Moderating is way to control the actions of your portal members. When you moderate a member, he/she will not be able to publish posts (topics, responses, comments) without your approval.
For Example: When a moderated member posts a topic, an email will be sent to you with the topic URL. You must approve the corresponding topic to get published in your portal. In this way, you can have a control on every action performed by your portal members.
To moderate a member
Click on Settings > Users > Members.
Select the member whom you would like to control from the list and click on Moderate. The selected user will be moderated and you can unmoderate using the Unmoderate link, whenever required.
Note: Moderate user link can also found directly on the particular user’s profile page.
Delete Users
Deleting an user allows you to remove the members from your portal permanently. Once deleted, the specific user's membership will be removed and cannot access your portal. Note: In Zoho Discussions, it is not possible to delete a member who belongs to a specific group. You need to delete him/her from the associated group, so that the corresponding user gets removed automatically from your portal.
To delete a member
Click on Settings > Users > Members.
Identify the member whom you would like to remove and click on Delete link. The corresponding member will be removed from your portal.
Note: You cannot block, moderate and delete members from your Intranet (Organizational) portal. You need to go to the corresponding organization (Zoho Business) account to delete your organziation users.
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