Understanding Zoho One Admin Panel

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Introduction

Welcome to your central hub for managing Zoho One across your organisation. The Admin Panel provides a clear dashboard to: 

  • View user sign-ins and app usage 
  • Add and manage employees 
  • Sync with Active Directory 
  • Set up security rules 
  • Delegate administrative tasks 

This guide will walk you through each feature, offering practical tips along the way. It’s written for busy UK business users who prefer short, clear steps. 

Step-by-Step Instructions:

1. Access the Dashboard

  • Log in and select Dashboard from the menu
  • See key metrics: user activity, app usage, login trends
  • Use this overview to monitor adoption and spot anomalies

2. Add and Manage Users

  • Go to Directory → Users → Add User
  • Enter details: name, email, department, role, location, time zone
  • Choose to auto‑generate or set a password
  • Decide whether to send a welcome email

3. Set Up AD Sync

  • Visit Directory → AD Sync
  • Connect your Active Directory with Zoho for automatic user provisioning
  • Ensure user details are always current

4. App Provisioning

  • Go to Apps or Marketplace
  • Assign apps to users manually, via bulk import, or using conditions
  • Conditions let you automate assignments based on department, role, etc.

5. Security Settings

  • Navigate to Security
  • Enforce MFA, password strength, session timeouts
  • Use Account Activity to review login history and manage active sessions

6. Delegate Roles

  • Select Directory → Admins & Roles
  • Assign System Roles (Owner, Admin, App Admin, Helpdesk Admin) or set up Custom Roles
  • Custom Roles allow selective permissions – ideal for department-specific tasks

Tips:

  • Keep it tidy: Regularly review inactive users and revoke access promptly
  • Automate user onboarding: Use AD Sync and conditional provisioning to reduce admin effort
  • Keep security tight: Review session logs monthly and clear old logins
  • Delegate smartly: Use Custom Roles to assign permissions without sharing full admin access
  • Stay informed: Watch Zoho’s short videos (“Zoho One Minute”) – searchable via Zoho One help centre

Related Articles

Onboarding - Previous How to Set Up Zoho One for Your Organization Next - Onboarding Assigning Apps to Users

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