Add user in Zoho and assign Application

Add user in Zoho and assign Application

 Add New User in Zoho One / Directory

Steps

  1. Login with Super Admin account
    Go to: https://one.zoho.in
    Use India DC if your organization is on Zoho India.
  2. Open Zoho One Admin Panel / Directory
  3. Go to Users
  4. Click Add User
  5. Fill user details:
    • First Name
    • Last Name
    • Email ID
    • Employee ID, Department, Designation if required
    • Reporting Manager if applicable
  6. Choose user type:
    • Employee for normal full Zoho One user
  7. Click Assign Application
  8. Select required apps, for example:
    • Zoho CRM
    • Zoho People
    • Zoho Books
    • Zoho Desk
    • Zoho Projects
    • Zoho Mail
  9. Configure app-specific role/profile if asked
    Example: For Zoho CRM, select CRM role/profile.
  10. Click Assign
  11. Send invitation / create user.
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