Understanding Zoho One Admin Panel
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
