Managing Users
Bulk actions
Bulk actions allow you to perform certain repetitive tasks, such as adding a user or resetting a user's password, in less time. You can perform bulk actions when multiple users are selected, or by clicking . To perform bulk actions when multiple ...
Filter users
The different filter options are User, Applications, Groups, Department, Reporting To, Designation, Work Location, and User Login. You can use any of these filters to find users without having to spend extra time searching. In the mobile ...
Export users
Sign in to Zoho One , then click Directory in the left menu. Click Users. Click in the top-right corner and click Export All. Choose the format to export the file in. Check Set Password to download your file in a password-protected ZIP archive. ...
Import users
Add or update a large number of user accounts by importing them from a user data file. Supported file formats XLS (Microsoft Excel 97-2003 Worksheet) XLSX (Microsoft Excel Open XML Format Spreadsheet) CSV (Comma Separated Values) VCF (vCard File) ...
Delete a pending user
Deleting is different from Deactivation, as deleting a user is irreversible. Only Pending Users can be deleted. If you want to permanently delete the user from your organization, contact support@zohoone.com. In the mobile application: Open the Zoho ...
Deactivate/Activate users
Deactivate a user In the mobile application: Open the Zoho One app on your mobile device, then tap in the top-right corner. Tap and hold on the user you want to deactivate. Tap Confirm. In the web application: Sign in to Zoho One , then ...
Configure mail settings for a single user
Mail Settings lets you configure the mailbox privileges of a user. It also lets you set up email policies, mail forwarding, and out-of-office replies. To configure mail settings for a user: Sign in to Zoho One , then click Directory in the left menu. ...
Create mailbox
Prerequisites Zoho Mail must be added to Zoho One Employee must be confirmed Create mailbox for an employee Sign in to Zoho One , then click Directory in the left menu. Go to Users, then click on the required employee. Click Create Mailbox. Enter an ...
Reset password/MFA for users
Sign in to Zoho One , then click Directory in the left navigation menu. To reset password or MFA for a single user, click Users, then click on the user. Next, click Reset Password or Reset MFA. To reset password or MFA for multiple users, click Reset ...
Account activity
Account Activity lets you check employees' login history and manage their active sessions. You can clear older sessions to strengthen a user account's security. A web session refers to an authenticated instance of your Zoho One account. Put simply, a ...
Edit user details
You can edit a user's details, such as their info, photo, and email address. Follow the steps to edit the details of a user: In the mobile application: Open the Zoho One app on your mobile device, then tap in the top right corner. Under USERS, tap ...
Add user
In the mobile application: Open the Zoho One app on your mobile device, then tap in the top-right corner. Tap at the bottom, then tap ADD USER. Under Basic Info: Enter the user's First name and Last name. In the Email ID field: If you haven't added ...
User classification
User types Pending users A user added with an email address that doesn't belong to a verified domain will receive an invitation through email, and will be Pending until they accept it. Example: You are adding Charles, who doesn't have a zylker.com ...
Convert external user to organization user
A user in Zoho One is considered to be external if their Zoho account is associated with another organization. Converting an external user as your organization user will allow you to edit, update their account details. You can also manage their ...