Add Users Manually

Add Users Manually

Invite users to join your organization's Zoho Vault account by following these steps:

  1. Click Users from the User Management section under the Settings tab. 
  2. Click Add to view the list of users from your organization with an existing account with Zoho. 
  3. Add the required users to your account and click Save

An invitation email will be sent to them to join your Zoho Vault account. The users will become a part of your organization after creating a Zoho account and a master password for Zoho Vault.





    • Related Articles

    • Adding leads manually

      You can import leads from various sources such as excel sheets, CSV files and Google spreadsheets and manage them by maintain under mailing lists. You can view the lead history to check the number of sent campaigns for a specific lead and the history ...
    • Can I manually assign records to territories?

      Yes. Territory managers can manually assign records to their territories. Users with the Administrator profile can also assign territories to records. Records that are manually assigned can only be removed manually by the territory managers.
    • How do I add users?

      From the Navigation toolbar, click Settings. Choose Manage users under Users and Control. Open the Users tab. Click Add user. Enter the user's name and email address in the dialog box that appears. Click Add to send an invitation email.
    • Managing Help Center Users

      Help Center users are users who prefer to find solutions by reading through your knowledge base articles or the community posts. When they are unable to find answers they can get it resolved from your agents by submitting a ticket. Users can also ...
    • Add condition

      Sign in to Zoho One, then click Admin Panel in the left menu. Go to Applications. Go to Conditional Assignment, then click Assign Group. Choose a group to apply the condition to, or click Everyone if you want to apply the condition to your entire ...