User Management

User Management

(Available only in Standard, Professional, Enterprise Editions)


There are three main areas when it comes to user management:
  • Adding users
  • Creating user groups
  • Assigning roles


Adding users:
Zoho Vault provides different options for you to add users into your account. You can manually add users by sending them an invitation via email, or integrating with other solutions, such as AD/LDAP, G Suite, Office 365, and Okta.


  • Add users manually
  • Import users from G Suite
  • Import users from Office 365
  • Import users from AD/LDAP
  • Import users from Azure AD
  • Import users from Okta


User Groups
(Available in Professional and Enterprise Editions)

After adding users, you can group them for easy management. Create individual groups for different teams within your organization, then add the respective users to them. This will help with sharing multiple passwords and folders with the entire team. For example, you can create different groups for your IT, Marketing, Finance, and Human Resources. 

  • Super-admins of Zoho Vault can add User groups from the User Management section under the Settings tab. 
  • Click Edit to view the existing list of users in a user group.


Note: You can add or remove users from user groups anytime. Any new user added to the user group will inherit all the existing access permissions granted to that group.


Assigning roles
Zoho Vault has three pre-defined roles: super admin, admin and user and they all have different privileges. You can upgrade your user to become an admin or a super-admin. An admin can help super-admins as a moderator for critical activities in Zoho Vault. They can perform all operations except user management. A user, however, will not be able to perform any admin operations. The following table details the different privileges:


Roles

Capabilities

Super Admin                                        

  • Invite users to join Zoho Vault, change user roles and acquire passwords from users
  • Delete organization           
  • Define password policies
  • View reports
  • Fine-grained controls

Admin

  • Approve access requests for users
  • Define password policies
  • View reports
  • Restrictions

Users

  • Cannot perform any admin operations


Note: The admins of your Zoho organization are automatically designated as Super Admin in Zoho Vault. Super-admins can upgrade or downgrade the roles of Users and Admins anytime in Zoho Vault.


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