Manage Users

Manage Users

Activate or deactivate users in Zoho Motivator


CRM users who have been activated in Motivator can participate in contests, set targets, and be visible using a KPI’s By Employee filter.

To activate/deactivate Motivator users:

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click the toggle switch next to any users you want to activate/deactivate.

  4. Click Save.

 

Add a CRM user

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click Manage Users in CRM in the bottom-right of the screen to open CRM’s Users screen. From here, you can add/remove users and change their permissions.

  4. Click New User. Input their information in the next screen.


  5. Click SAVE. An invitation will be sent to their email address.
    An icon indicating a pending confirmation will be shown to the right of the user's name until they accept the invitation. 
    Note:
    You can give users Admin and Super Admin permissions here.

Change CRM user’s profile permissions

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click Manage Users in CRM in the bottom-right of the screen to open CRM’s Users screen. From here, you can add/remove users and change their permissions.


  4. Select the user whose privilege you wish to change.


  5. Click Edit, then change their profile permissions.

  6. Click SAVE.


Note:

  • The free plan supports only five users.
  • The individuals displayed here are active users in your CRM organization. If you have added or removed users in CRM, you'll need to re-sync Motivator with CRM to display the latest users. Click Sync Users with CRM link at the bottom-right of the SETTINGS/USERS screen to sync Motivator with CRM and refresh your Motivator user list.
  • Sync Users with CRM link is not available on Zoho Motivator for Android. Please use the web browser to sync users with CRM.



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