How can I add users to my Zoho CRM account?
In Zoho CRM, only administrators can add users with the steps below:- Click Setup > Users and Control > Users.
- In the Users page, click Add New User.
- 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.
- 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, ...
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 ...
Deleting the Zoho CRM Account
In case you want to discontinue your CRM account, you can delete the same. However, you must keep the following points in mind before opting for this option: You can delete a single user or personal account immediately, provided it is subscribed to ...
Synchronize with Zoho CRM Account
Zoho CRM and Zoho Motivator are automatically synchronized on a regular basis. However, you can use the following options to manually sync with CRM as well. Sync options Update CRM Sync Token This updates the security token used by Motivator to ...