WATCH FULL VIDEO BELOW
Tech

How to Add Users in Zoho

Zoho is a technology company with a wide array of software solutions that helps businesses run in various ways. With so many systems and products available, many people will come across Zoho in their careers and may even find themselves responsible for them. When you find yourself having to add a user to one of Zoho’s many products, you may wonder how to accomplish that.

How to Add Users in Zoho

Keep reading to learn how to enter new users across Zoho’s platforms.

Add Users in Zoho One

Zoho One is a cloud-based service that combines the entire Zoho ecosystem making it a central work platform for most employees. Adding users to this account is likely critical to the company and their productivity. Read below for complete instructions on adding a new user to Zoho One across all mobile and web applications.

To start with, follow these steps when adding users via the iOS Zoho One app:

  1. Open your Zoho One app on your iOS device.
    Zoho One Add Users 1
  2. Tap the square with a computer icon in the top right corner.
    Zoho One Add Users 2
  3. At the bottom of the new list, find the yellow circle with a symbol inside. Tap the circle.
    Zoho One Add Users 3
  4. When you see “ADD USER,” tap it.
    Zoho One Add Users 4
  5. You can enter a series of information in the “Basic Info” section. Start with entering the “First name” and “Last name.”
    Zoho One Add Users 5
  6. Add an email to the “Email ID” field.
    Zoho One Add Users 6
  7. Pick a password by entering your own or an auto-generated password into the “Password” field.
  8. In the “Company Info” field, enter the user’s Employee ID.
    Zoho One Add Users 8
  9. Fill the following employee fields: “Designation,” “Department,” “Reporting To,” and “Work Location.”
  10. If you have any custom fields, fill them out.
    Zoho One Add Users 10
  11. Check on the “Send Notification mail” button.
    Zoho One Add Users 11
  12. Save the new user by tapping “Add” in the top-right corner.
    Zoho One Add Users 12

Alternatively, you can add users to Zoho One using the Android app:

  1. Find and open the Zoho One app on your Android device.
    Zoho One android 1
  2. In the bottom-right corner, find the gray symbol with a computer screen on it and tap it.
    Zoho One android 2
  3. When a new menu appears, tap “Users.”
    Zoho One android 3
  4. Tap the yellow circle.
    Zoho One android 4
  5. A series of fields will appear called “Basic Info.” Start by entering the new user’s “First Name” and “Last Name.”
    Zoho One android 5
  6. Enter an email address into the “Email ID” field.
    Zoho One android 6
  7. Use a custom or auto-generated password in the “Set Password” field.
  8. Under “Company Info,” enter an Employee ID.
    Zoho One android 8
  9. Select the employee’s “Designation,” “Department,” “Reporting To,” “Work Location,” and “Date of joining.”
    Zoho One android 9
  10. For any custom fields previously created, be sure to fill them out.
    Zoho One android 10
  11. Click on the “Send Notification mail.”
    Zoho One android 11
  12. You can save the new user by tapping “ADD” in the top-right corner.
    Zoho One android 12

Adding users via the various phone apps is highly beneficial to any business with staff going in and out of the office or working remotely.

The final option for adding a new user to Zoho One is through the web application. You should note that using the web application gives more data entry choices to new users. An example would be the date of birth or gender.

To add users to the web application of Zoho One:

  1. Sign in to Zoho One.
    zoho 1
  2. Go to the “Directory” in the left menu.
    zoho 2
  3. Click on “Users.”
    zoho 3
  4. Find and select “Add User.”
    zoho 4
  5. Fields for “Basic information” will appear. Start by filling in the new user’s “First Name” and “Last Name.”
    zoho 6
  6. Enter an email into the “Email Address” field.
    zoho 7
  7. Continue under “Company information” by entering the user’s “Employee ID.”
    zoho 8
  8. Select the employee’s “Designation,” “Department,” “Reporting Manager,” and “Work Location.”
    zoho 9
  9. Move down to “Local information.”
    Zoho One 9
  10. Add the user’s “Language,” “Country,” “Time Zone,” and “Work Location.”
    zoho 10
  11. Additional information can be entered in the “Date of Birth,” “Gender,” “Date of Joining,” and “Seating Location” fields.
    zoho 11
  12. For any custom fields you have previously created, fill them out.
    zoho 12
    zoho 13
  13. The “Send Notification Mail” checkbox should automatically be chosen.
  14. You can save the new user by clicking “Add.”
    zoho 14

Zoho One offers plenty of options for adding users to your system, which are very straightforward. Now that you’re finished going through this tutorial, you should be able to start adding Zoho One users like a champion.

Add Users in Zoho Creator

Your creative or design team has expanded by one member, or maybe even five, due to rapid growth. Now you must add these new users to the company’s Zoho Creator account to start building apps. Thankfully, Zoho Creator allows you to add a user individually or as a group through an import.

To add a single new user:

  1. Go to the “Settings” page and find the “Users and Control” section.
  2. Click on the “Users” option.
    Zoho Creator Add Users 2 1
  3. Find the “Add User” button and click it.
    Zoho Creator Add Users 3
  4. In the “User” tab, enter the email address.
    Zoho Creator Add Users 4 1
  5. Choose permission for the new user.
    Zoho Creator Add Users 5 1
  6. Click “Share.”
    Zoho Creator Add Users 6 1

This will save the new user and allow them to begin working.

However, if you need to add multiple users at any given time, you can import a list of new users to Zoho Creator. To do so:

  1. Navigate to the “Settings” page and the “Users and Control” section.
  2. Click the “Users” option.
    Zoho Creator Add Users 2 1
  3. To the right of the “Add Users” button, click the down arrow.
    multiple users 3 2 1
  4. Select “Import Users.”
    multiple users 4 1 3
  5. Either drag and drop your file into the box or select “click here to browse” to find the file on your computer.
    multiple users 5
  6. Choose the correct permission for these users.
    multiple users 6 2
  7. Press “Save” to finish.
    multiple users 7 2

Zoho Creator has a very streamlined process for adding multiple users simultaneously. This is also useful if you have set up Zoho Creator for your business and must add all your employees at once.

Add Users in Zoho Desk

Adding users promptly to Zoho Desk is the best way to ensure your business runs smoothly and customer service is timely. To learn how to add a new user to Zoho Desk quickly, keep reading:

  1. Click the Setup icon at the top.
    Zoho Desk Add Users 1
  2. Under the “Setup Landing” page, go to “Users and Control” and click on “Agents.”
    Zoho Desk Add Users 2
  3. Go to the “Agent List” page, and click on “New Agent” in the upper right corner.
    Zoho Desk Add Users 3
  4. The “New Agent” page will pop up.
    Zoho Desk Add Users 4
  5. Enter the “First Name,” “Last Name,” and “Email Address.”
    Zoho Desk Add Users 5.
  6. Next, assign the “Role” and “Permissions” for the new user.
    Zoho Desk Add Users 6
  7. Select the new user’s “Department.”
    Zoho Desk Add Users 7
  8. You can enter additional information such as “Channel Expertise,” “Bio,” “Desk Phone,” and “Cell Phone.”
    Zoho Desk Add Users 8
  9. To save the new user, click “New Agent.”
    Zoho Desk Add Users 9

Once the new agent is added, they’re ready to start receiving tickets and contacting customers!

Add Users in Zoho Projects

In addition to its other cloud-based products, Zoho also offers project management software. Zoho Projects makes adding users to your projects easy, preventing delays or missed deadlines.

To add a new user in Zoho Projects:

  1. Navigate to the project you want to add a user to.
    Zoho Projects Add Users 1
  2. Select “Users.”
    Zoho Projects Add Users 2
  3. In the “Users” tab, click “Add User” in the top right corner.
    Zoho Projects Add Users 3
  4. Fill in the user details.
    Zoho Projects Add Users 4
  5. Click “Assign.”
    Zoho Projects Add Users 5

Now that the user is created, your project is staffed and ready to be completed.

Add Users in Zoho Books

As an online accounting software, Zoho Books has a ton of features to help businesses get what they need. One of the benefits of using Zoho Books is how straightforward it is to add new users.

If you want to add a user to Zoho Books:

  1. Go to “Settings.”
    Zoho Books Add Users 1
  2. Find “Users & Roles.”
    Zoho Books Add Users 2
  3. Click the “Invite User” button in the top right corner.
    Zoho Books Add Users 3
  4. Fill in the email address, name, and the user’s role.
    Zoho Books Add Users 4
  5. Press the “Send” button.
    Zoho Books Add Users 5

Once the new user receives their invitation email, they can log in and start working.

Zoho Recruit Add Users

To round off their business software suite, Zoho also offers a hiring platform with Zoho Recruit. This platform makes it easy for HR Management teams to add new users. To add a new user to Zoho Recruit:

  1. You must log into Zoho Recruit with administrator privileges.
  2. Navigate to the “Setup” page.
    Zoho Recruit Add Users 2
  3. Go to “Users & Control” and click on “Users.”
    Zoho Recruit Add Users 3
  4. Click on “+Add New User.”
    Zoho Recruit Add Users 4
  5. The new user’s “First Name,” “Last Name,” “Email,” “Role,” “Profile,” and “Territory” must all be entered.
    Zoho Recruit Add Users 5
  6. Press “Add.”
    Zoho Recruit Add Users 6

Once the administrator saves the new user, the profile is ready to use.

Zoho – Adding All Users

Zoho is a comprehensive suite of business tools that greatly value the customers who use them. Not only are their many tools easy to access, but they’re also designed to be easy to use. Adding new users to any Zoho platform is straightforward. For Zoho Create and Zoho One, the flexibility in adding users in bulk or on the phone app can be a huge help to busy employees.

Do you use any of the Zoho platforms mentioned here? What was your experience with adding new users? Let us know in the comments!

Muhabarishaji

🧪 |Medical Laboratory Scientist 🥇 | Mindset over Everything. 
 🤝 | Let's Grow Together.

Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button