How can I add users to my Zoho CRM account?

How can I add users to my Zoho CRM account?

In Zoho CRM, only administrators can add users with the steps below:

  1. Click Setup > Users and Control > Users.
  2. In the Users page, click Add New User.
  3. In the Add New User page, enter the following details:
    • First Name and Last Name - It is mandatory to enter the Last Name.
    • Email - Enter a valid user email address that isn't associated with any other Zoho CRM account.
      An invitation will be sent to this email address.
    • Role - Choose the role for the user in your organization.
    • Profile - Choose a profile that defines the user's access rights in Zoho CRM.
      You can also add other details such as phone numbers, address, photo, fax, website URL, date of birth, language etc. for the user.
  4. Click Save.
    • Related Articles

    • Zoho CRM for Google Account Users

      This feature is for the Google Account users. Google Apps Account users can refer to Zoho CRM for Google Apps Users   Zoho CRM for Google makes it easier for your business to collaborate, communicate and share information, all in a single, ...
    • FAQs on Reports

      1. What are reports in Zoho CRM? As an organization, the more you grow, the more complex your data becomes. This data holds powerful information about your customers, employees, profit, sales, opportunities, and other aspects of your business. It is ...
    • Is it possible to book appointments in Zoho CRM using Zoho Bookings?

      Yes, you can . You need Zoho Bookings ,   which can be integrated to your CRM account from the marketplace.   Let's see how Zoho Bookings can be used in order to book appointments.   A use Case : There is a tour and travels company called Go India ...
    • Managing Zoho Mail Add-on Users

      The Zoho Mail Add-on helps you to manage all the customer correspondence within your Zoho CRM account. It helps you to keep track of all the email communication between the customers and the CRM users. In addition to this, as an administrator, you ...
    • Adding G Suite Users to Zoho CRM

      After creating a Zoho CRM account, users with the Super Administrator's privilege can add users from G Suite to Zoho CRM. By default, the system will assign the Manager role and Standard User profile to all the users. We recommend that you review and ...