How to manage users in Zoho CRM

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Introduction

Managing users in Zoho CRM is essential for any business looking to streamline its customer relationship processes. Whether you’re a small team just getting started or a growing organisation with multiple departments, setting up the right users with the right permissions helps you keep data secure and your workflows efficient.

This guide will walk UK businesses through everything from adding users in Zoho CRM to modifying user details, importing users in bulk, and sending out invitations – all with a focus on clarity, simplicity, and best practices.

Step-by-Step Instructions

1. Understand Zoho CRM User Roles

In Zoho CRM, users fall into two main types:

Only users with the User Management permission can add or manage users.

2. Add a New User

You can add users manually or in bulk. Here’s how to do it manually:

To add a user:

The user will receive an invitation email. They must click the access link within 7 days to activate their account.

3. Import Users in Bulk

Perfect for onboarding large teams.

Before you begin:

To import users:

Note: Email invitations are not sent automatically after import. You must send them manually using the Re-invite option.

4. Re-invite Unconfirmed Users

If a user hasn’t accepted their invite within 7 days:

Users who were imported must also be re-invited manually.

5. Modify User Detailsts

You can update user information at any time.

To edit user details:

You can update:

Phone number
Address
Date of birth
Time zone
Country locale
Language
Website, fax, and more

Click Save when finished.

How to manage users in Zoho CRM

Introduction