Can I invite a CRM Plus or Zoho One account user to join a CRM org? How many Zoho One accounts can they be part of?
Yes, a CRM user can be invited to a CRM plus or Zoho One account. You must consider the following points:
- A CRM user can be part of 9 CRM Plus accounts through invitation.
- A CRM user can be part of 1 Zoho One account as an internal user. Whereas, the same user can be part of another Zoho One account as an External user only.
Invitations sent from CRM Plus and Zoho One accounts or any CRM account that has Cliq integration or IP restriction enabled will NOT be listed in the Organization Listings. Invited users can accept the invitations for these type of accounts ONLY from the invitation email they receive.
Number of accounts
- Any user can be part of 10 accounts at a given point. These accounts can be in different editions (Standard, Professional, Enterprise, Ultimate, CRM Plus, or Zoho One).
- Out of these 10 accounts, as a super admin or admin you can create up to 5 new org accounts.
- A user can only create ONE CRM Plus account and can be part of up to nine other CRM Plus accounts through invitations received from other CRM Plus orgs.
- A user can be part of only ONE Zoho One account and be part of other Zoho One accounts as an external user. Read more about external users.