How to Add User in Zoho One?

Adding a user is the starting point for giving someone access to your organisation’s Zoho One apps. This guide covers how to add a user in Zoho One from the Admin Panel, so a new member of staff gets the right access from day one.

Before you start

You need Organisation Owner or Administrator access, or a custom role with the Add Users permission, to add new users.

How to add a user in Zoho One

1. Sign in to Zoho One and open the Admin Panel.
2. Go to User Management in the left menu and click Add User.
3. Enter the user’s basic information, such as first name, last name and email address.
4. Add any relevant company information, for example department, designation and reporting manager.
5. Set locale details such as language, country and time zone.
6. Select the licences or apps the user should have access to.
7. Choose whether to send an invitation or notification email, or leave it unselected if you plan to share sign-in details yourself.
8. Save the user.

How the invitation works

If your email domain is verified, new users are added and can sign in straight away. Otherwise, Zoho One sends an invitation email that the user must accept before their account is active.

Tips

• Use bulk import if you need to add several users at once instead of adding them individually.
• Double check the licence or app assignment before saving, as this controls what the user can access.