Understanding Organization Structure and Management in Zoho Analytics

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In Zoho Analytics, an organisation is your paid Zoho Analytics account. It holds your workspaces, your users and your subscription plan. This guide explains how organisations work, the administrator roles, and how to switch, leave, delete or transfer an organisation and manage its users.

How organisations are created

New to Zoho Analytics: your organisation is created automatically when you sign up. Click the Org icon to see it, and use Rename Organisation to change its name.

Already added to someone else’s organisation: click the Org icon, then Create own organization to start your own.

You can own only one organisation but belong to any number. Organisations you own show an Account Admin badge under the Org icon.

Administrator roles

Account Administrator: the owner, with full control over the organisation, workspaces, users and subscription. There is one per account.
Organisation Administrator: can do everything except delete or rename the organisation and manage other organisation administrators. Only the Account Administrator can add them.
Workspace Administrator: manages specific workspaces but cannot rename, delete or back them up.
Users and Viewers: work with the reports and dashboards shared with them, with Viewers limited to read-only access.

Switch or set a default organisation

Click the Org icon to see every organisation you belong to.
Select one to open its workspaces, or hover over it and click Make as default.
Choose All Organizations to see workspaces from every organisation under the Owned and Shared tabs.

Leave a shared organisation

Open All Organizations.
Hover over the organisation and click Unsubscribe Organization.
Confirm. You must remain a member of at least one organisation.

Delete an organisation

Only the Account Administrator can do this, and only if they belong to another organisation. Hover over the organisation, click the Delete icon and confirm. This permanently removes all its workspaces and reports, so export anything you need first.

Manage users

Add users or administrators

Go to Settings > Manage Users.

Click Add New User, enter the email addresses and choose a role, for example Organization Admin.
Click Add.

Users are also added automatically when you share a workspace, report or dashboard with them.

Change a user’s role

In Settings > Manage Users, hover over the user and click Change Role.

Select the new role and click Apply.

Remove a user

Select the user in Manage Users and click Delete User. This removes them from your organisation only.

Transfer ownership

Go to Settings and click Change Ownership.
Select the new Account Administrator.

Click Send Request. Ownership moves once they accept.

Frequently asked questions

How many Zoho Analytics organisations can I own?

You can own one organisation, but you can be a member of as many organisations as you are invited to.

Who can delete an organisation?

Only the Account Administrator can delete their own organisation, and only if they are a member of at least one other organisation. Deleting removes all its workspaces and reports permanently.

Does removing a user delete their Zoho account?

No. Delete User only removes them from your organisation. Their Zoho Analytics account stays in place.

How do I transfer ownership of the organisation?

Go to Settings, click Change Ownership, choose the new administrator and send the request. The transfer completes when they accept it.

Need help?

Need help structuring Zoho Analytics for your teams? Email support@thoughtlogik.com or see our BI and reporting services.