How to Set Up Zoho One for Your Organization

Setting up Zoho One for your organisation covers the initial configuration steps: creating your account, verifying your domain, adding apps and putting security policies in place. This guide walks through the process for a new Zoho One account.

1. Sign up or access Zoho One

If you’re new to Zoho, sign up for Zoho One, choose a business category, and add a few essential apps to start with; you can add more later. If you already use Zoho apps, sign in and go through the onboarding to link your existing apps. Confirm your email address, as this is needed for admin-level tasks.

2. Open the Admin Panel

Log in to Zoho One and select Directory from the left menu to reach the admin console, where you organise users, apps and security settings.

3. Build your organisation

• Add and verify your domain, which is needed for email, Active Directory sync and mailbox setup.
• Create designations (roles) and work locations to reflect your organisation’s structure.

4. Add and manage apps

Zoho One supports core Zoho apps, Marketplace apps such as SSO and third-party extensions, and non-directory apps such as SAML or bookmarked apps. During setup, Zoho suggests apps based on your business category, and you can add more using Add App, a Creator custom app, or the Marketplace.

5. Create user groups

Use departments to mirror your company structure and collaboration groups for project teams. Groups make it easier to manage permissions, security policies and app assignments.

6. Configure security policies

Apply policies at group level, including password rules, multi-factor authentication, IP restrictions and session management, to keep your organisation secure.

Tips

• Start with a few apps and expand as you go.
• Verify your domain early, since email and directory sync depend on it.
• Set up groups before adding many users, to keep onboarding straightforward.
• Apply security policies before adding users, so your data is protected from the start.