Setup Basics

Setup Basics covers the essential first steps for configuring a new Zoho People account: the organisation profile, users and roles, and permissions.

What Setup Basics covers

These are the foundational settings every Zoho People administrator should complete before rolling the system out to employees.

What this section covers

• Setting Up Your Organisation Profile: company details, branding, work week and departments.
• Adding Users and Roles: bringing employees into the system and defining what each role can do.
• Configuring Permissions and Profiles: controlling what different users can see and edit.

Frequently asked questions

Who should complete Setup Basics?

A Zoho People administrator, since these steps configure organisation-wide settings that affect every employee.

What order should I follow?

Set up the organisation profile first, then add users and roles, then configure permissions, since each step builds on the last.

Can I skip permissions setup?

You can, but Zoho People will use default roles until you configure permissions, which may give more or less access than intended.

Need help?

Need help with Zoho People setup? Contact support@thoughtlogik.com or see our Zoho implementation services.