Groups in Zoho Analytics allow you to organise users within a workspace and share reports, dashboards, and data tables with an entire team in a single action. Rather than adding users one by one, you can assign a group as the recipient of a shared view and manage access collectively, reducing administrative overhead as your team grows.

Group Scope

Groups in Zoho Analytics are scoped to a specific workspace. A group created in one workspace is not available in other workspaces within the same organisation. This scoping allows different teams to maintain their own group structures independently.

Who Can Create and Manage Groups

The following roles can create groups and manage group membership:

• Account Administrators
• Organisation Administrators
• Workspace Administrators

Creating a Group

1. Open the Workspace Settings for the workspace where you want to create the group.
2. Navigate to the Manage Groups section.
3. Click Add Group and enter a name for the group.
4. Add the relevant users as members of the group.
5. Save the group.

Sharing Views with a Group

1. Open the view you want to share.
2. Select the Share option.
3. Search for and select the group name from the recipient list.
4. Configure the appropriate permissions for the group.
5. Optionally apply filter criteria to restrict which data rows the group can see.
6. Click Share to apply.

Managing Group Membership

You can add or remove users from a group at any time through the Manage Groups section of the Workspace Settings. Changes to group membership take effect immediately: new members gain access to all views shared with the group, and removed members lose that access.

Zoho Cliq Integration

If your organisation uses Zoho Cliq, workspace groups can be linked to Cliq groups, enabling team members to discuss reports and dashboards directly within their messaging channels. This integration is configured through the Organisation Settings in Zoho Analytics.