How to Set Up Zoho One for Your Organization
Introduction
Welcome! This guide will help your UK business get Zoho One up and running smoothly. We’ll walk through each step clearly and concisely. By the end, you’ll have a fully structured, secure, and efficient Zoho One setup.
Step-by-Step Instructions:
1. Sign Up or Access Zoho One
- New users
- Visit the Zoho One homepage and click Start Your Free Trial.
- Complete the form, then click Get Started Now.
- Choose a business category and add a few essential Zoho apps (you can add more later).
- Existing Zoho users
- Go to the Zoho One homepage and click Access Your Apps.
- Sign in and go through the onboarding to link your current Zoho apps.
Don’t forget to confirm your email after signing up—it’s essential for admin-level tasks!
2. Open the Admin Panel (Directory)
- Log into Zoho One.
- Select Directory from the left menu to enter your admin console.
Here, you can organise your users, apps, and security settings.
The Admin Panel gives you full visibility and control over your organisation’s apps and data.
3. Build Your Organisati
- Add and verify your domain: Essential for features like email, AD sync, and mailbox setup.
- Create designations (roles) and work locations for clear user structure.
4. Manage Your Apps
- Zoho One supports:
- Core Zoho apps
- Marketplace apps (e.g. SSO, third-party extensions)
- Non-directory apps (SAML, bookmarks, etc.)
- During setup, Zoho will suggest apps based on your chosen business category—Meeting, WorkDrive, Cliq, and Notebook are always included.
- You can add more via Add App, Creator Custom App, or Marketplace.
5. Create User Groups
Use Departments to mirror your company hierarchy and Collaboration Groups for project teams. Manage permissions, security policies, and app assignments more efficiently.
6. Configure Security Policies
- Apply policies at group level:
- Password rules
- Multi-Factor Authentication (MFA)
- IP restrictions
- Session management
- Better security and compliance.
Tips:
- Start small: Begin with a few apps to avoid overwhelm. Expand as needed.
- Verify domain early: You'll need a confirmed domain to set up email and AD sync.
- Use groups wisely: They’re the key to smooth user onboarding and management.
- Leverage conditional assignment: Saves time and simplifies provisioning.
- Secure first: Apply policies before adding users to protect your data from day one.
