Managing Workspaces: Role of Workspace Administrators in Zoho Analytics

1. Who is a Workspace Administrator?

A Workspace Administrator is a user assigned to manage one or more specific workspaces in Zoho Analytics. They can perform almost all functions within that workspace, except:

• Deleting the workspace
• Renaming the workspace

2. What Can a Workspace Administrator Do?

Workspace Administrators can:

• Add tables
• Import data
• Create reports and dashboards
• Share views with other users
• Publish and embed views
• Export and email reports

✅ They have full control over the data within their assigned workspace.

3. Who Can Add a Workspace Administrator?

Only Account Administrators and Organisation Administrators can assign users as Workspace Administrators.

4. How to Add a Workspace Administrator

To assign a Workspace Administrator:

1. Go to the Workspace Settings
2. Click Manage Users
3. Click Add New Users
4. Enter the user’s email address
5. Set their role as Workspace Administrator
6. Click Add

The user will now have Workspace Admin privileges in that workspace.

5. Can a Workspace Administrator See All Workspaces in My Account?

No. They can only see and access the workspace(s) where they have been assigned as Administrator. Their privileges do not extend to other workspaces or organisations.

6. Can a Workspace Administrator Add Users?

Yes. They can:

• Share views and reports with users
• Grant view-only or interactive access to others in the same workspace

7. How to Remove a Workspace Administrator

You can remove a Workspace Administrator in two ways:

Option 1: Remove the User from the Workspace

1. Go to Workspace Settings > Manage Users
2. Select the user
3. Click the Delete button

Option 2: Change Their Role

1. Go to Workspace Settings > Manage Users
2. Hover over the user
3. Click Change Role
4. Choose the new role (e.g., User or Viewer)

Click Apply