Zoho One
CakeHR for Zoho Directory
Prerequisites A CakeHR Pro account Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install CakeHR. Name your app and enter your Subdomain. Note: Your Subdomain is the first part ...
Box for Zoho Directory
Prerequisites A Business, Business Plus, or an Enterprise account with Box Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install Box. If you want to test the SAML configuration ...
Bonusly for Zoho Directory
Prerequisites A Bonusly Pro account Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install Bonusly. Name your app and enter your App ID. Note: To find your App ID, sign in to ...
BambooHR for Zoho Directory
Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install BambooHR. Enter your Tenant Name. Note: Your tenant name is the first part of your BambooHR URL. If your URL is ...
Atlassian for Zoho Directory
Prerequisites A verified domain in Atlassian An Atlassian Access subscription Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install Atlassian. Name your app, enter your Domain ...
Assembla for Zoho Directory
Prerequisites An Assembla Enterprise account Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install Assembla. Name your app and enter your Subdomain. Note: Your Subdomain is the ...
Asana for Zoho Directory
Prerequisites An Asana Enterprise account Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install Asana. If you want to test the SAML configuration before allowing users to access ...
AppDynamics for Zoho Directory
Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install AppDynamics. Name your app and enter your Account Name. Note: Your Account Name is the first part of your AppDynamics URL. ...
AlertOps for Zoho Directory
Prerequisites A Premium or an Enterprise account with AlertOps Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install AlertOps. Name your app and enter your Domain Name. Note: ...
Aha! for Zoho Directory
Configure SAML in Zoho One Sign in to the Zoho One Admin Panel. Go to Marketplace, then use the search bar to find and install Aha!. Name your app and enter your Domain Name. Note: Your Domain Name is the first part of your Aha! URL. If your URL is ...
Integrate with Microsoft
Co-existing with Microsoft Zoho applications offer many points of integration with Microsoft Office 365. Below, we've linked to some help pages about popular ways to sync information between Zoho and Microsoft applications. Books Microsoft Outlook ...
Integrate with Google
Zoho applications offer many points of integration with G Suite (formerly Google Apps) and other solutions like Google Analytics and Google AdWords. Below, we've linked to some help pages about popular ways to sync information between Zoho and Google ...
Connecting your website with Zoho
Zoho applications have the tools you need to build a more interactive website, track your visitors, and share information with clients and partners. The links below show you how to connect Zoho applications with your website. Zoho Books ...
Cancel Zoho One subscription
Cancel trial Sign in to Zoho One , then click Admin Panel in the left menu. Click your account icon in the top-right corner to reveal the sidebar. Under Subscription, click Cancel Subscription. Enter your account password and the reason for ...
Add-ons
Info: If your purchase was made offline, contact sales@zohocorp.com to add or remove add-ons, or move to an online subscription. You will be able to opt into the following nine add-ons by yourself: Assist Unattended Access Backstage Pack Events ...
View transaction history
Sign in to Zoho One. Click your account icon in the top-right corner to reveal the sidebar. Under Subscription, click Manage. Click Your Store Details in the top-right corner, then click Transaction History .
Add email recipient
Email recipients are users who will receive copies of purchase notifications and invoices. To add email recipients: Sign in to Zoho One. Click your account icon in the top-right corner to reveal the sidebar. Under Subscription, click Manage. ...
Update billing address
Sign in to Zoho One. Click your account icon in the top-right corner to reveal the sidebar. Under Subscription, click Manage. Click Your Store Details in the top-right corner, then click Billing Details. Go to the Billing Address & Other Info tab, ...
Change payment method
Sign in to Zoho One. Click your account icon in the top-right corner to reveal the sidebar. Under Subscription, click Manage. Click Your Store Details in the top-right corner, then click Payment Method. Go to the Payment Method tab, then ...
Move to online subscription
Sign in to Zoho One. Click your account icon in the top-right corner to reveal the sidebar. Under Subscription, click Manage. In the top of the page, click Payment Method. Enter your card details, then click Update. Click OK.
Change plan
Info: If your purchase was made offline, contact sales@zohocorp.com to change the plan, or move to an online subscription. If you're under the All Employee Pricing plan: Sign in to Zoho One. Click your account icon in the top-right corner to reveal ...
Upgrade or downgrade licenses
Upgrade employee licenses Info: If your purchase was made offline, contact sales@zohocorp.com to add or remove licenses, or move to an online subscription. Sign in to Zoho One. Click your account icon in the top-right corner to reveal the sidebar. ...
Upgrade from Zoho One trial
Sign in to Zoho One. Click your account icon in the top-right corner to reveal the sidebar. Under Subscription, click Upgrade. Note: If you have any paid subscriptions to individual services, ensure you add them to the Zoho One bundle before you ...
Custom Authentication with ADFS
Custom Authentication with ADFS enables SAML-based single sign-on (SSO) from ADFS to Zoho One. With SSO, you and your employees can sign in to ADFS and access Zoho One directly, without having to sign in to Zoho One. To set up custom authentication ...
Custom Authentication with Azure
Custom Authentication with Azure enables SAML-based single sign-on (SSO) from Azure to Zoho One. With SSO, you and your employees can sign in to Azure and access Zoho One directly, without having to sign in to Zoho One. To set up custom ...
Custom Authentication with OneLogin
Custom Authentication with OneLogin enables SAML-based single sign-on (SSO) from OneLogin to Zoho One. With SSO, you and your employees can sign in to OneLogin and access Zoho One directly, without having to sign in to Zoho One. To set up custom ...
Custom Authentication with Okta
Custom Authentication with Okta enables SAML-based single sign-on (SSO) from Okta to Zoho One. With SSO, you and your employees can sign in to Okta and access Zoho One directly, without having to sign in to Zoho One. To set up custom authentication ...
Custom Authentication with Google
Custom Authentication with Google enables SAML-based single sign-on (SSO) from Google to Zoho One. With SSO, you and your employees can sign in to Google and access Zoho One directly, without having to sign in to Zoho One. To set up custom ...
Set up custom authentication for Zoho One
Custom Authentication enables SAML-based single sign-on (SSO) from your preferred identity provider (such as Okta and OneLogin) to Zoho One. With SSO, you and your employees can sign in to your identity provider and access Zoho One directly, without ...
Quick actions
What are Quick Actions? An admin's role is vital in an organization, but there are some parts of the job that are repetitive and mundane. The everyday routine of adding users, assigning groups, and dealing with forgotten passwords can soon begin to ...
Export report
Sign in to the Zoho One Admin Panel. Go to Reports, then click the report you need. Filter the report to get the view you need. Click . A download link will be emailed to your primary email address. Download the report from the link within seven days ...
Customize report views
Reports can be filtered and customized to show exactly the data you need. The various ways to customize the report view are: Filtering by duration: This method can be used to get records for a specific time period—whether the last week, the last ...
Types of reports
User Reports Recently added users List of all newly added users Recently deactivated users List of all newly deactivated users Recently deleted users List of all newly deleted users Users without mailbox List of all users without a mailbox Sign-in ...
Intro to reports
Data drives business. When an organization has an actionable insight on how its resources are spent, that spending can be optimized. Reports in Zoho One can give you that data. They enable you to monitor your users and apps, identify underutilized ...
Delete an organization tab
Sign in to the Zoho One Admin Panel. Go to Applications, then select Manage Tabs at the top. Hover over the required tab and click . Click Delete.
Rename an organization tab
Sign in to the Zoho One Admin Panel. Go to Applications, then click Manage Tabs at the top. Hover over the required tab and click . Click Rename and enter the new name.
Sort apps in organization tabs
Sign in to the Zoho One Admin Panel. Go to Applications, then click Manage Tabs at the top. Hover over the required tab, click , then click Sort apps by name. The apps in that tab will be sorted in the alphabetical order.
Add a new organization tab
Sign in to the Zoho One Admin Panel. Go to Applications, then click Manage Tabs at the top. Click Add New Tab. Enter the Name and choose the apps. Click Add.
Tabs - Overview
Zoho One consists of several Zoho apps, pre-integrated Directory apps, custom Creator apps, and configurable Non-Directory apps. Adding and using a large number of these apps could lead to a cluttered User Home, and overwhelm the user. Let's consider ...
Delete a field
Sign in to the Zoho One Admin Panel. Go to Users and click Manage Fields. Hover over the required field and click . Click Delete, then OK. Note: Deleting a field is irreversible. All existing user data stored in the field will also be deleted.
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