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As an organization administrator, you can monitor which team members have connected their Zoho accounts to the EazyBe WhatsApp Extension.

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Viewing Connected Team Members

1

Log into EazyBe Workspace

Access the EazyBe Workspace using your administrator credentials.
2

Navigate to Dashboard

Go to the Dashboard section where complete information on your team’s Zoho usage is displayed.
3

Check CRM Integrated Column

Look for the CRM integrated column in the dashboard table. Team members who have connected their Zoho accounts will display a Zoho icon in this column.Dashboard with CRM Integration Status
The dashboard provides a comprehensive overview of all team members and their Zoho connection status, making it easy to track who has completed the integration setup.
If a team member’s Zoho icon is not visible, they may need to complete the integration process. Share the setup guide with them to help them connect their account.

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Need Help?

If you have any questions or need further assistance, feel free to reach out to our support team at hey@eazybe.com.