Zoho One
Enable 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 Enable, then OK. If the field held user data before being disabled, that data will be restored.
Disable 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 Disable, then OK. The field will be marked as Inactive. Existing user data stored in the disabled field will be hid in the User ...
Edit a field
Sign in to the Zoho One Admin Panel. Go to Users and click Manage Fields. Hover over the required field, and click Edit. Make the required changes. In custom fields, everything except Field Type can be edited. In system fields, you can restrict the ...
Add a field
Sign in to the Zoho One Admin Panel. Go to Users and click Manage Fields. Click Add Custom Field. Name the field, and choose a field type. Fill in the maximum character limit and the default value. If you chose Pick List as the field type, enter at ...
Managing Fields - Overview
Collecting and maintaining user data is a tricky process. You need to figure out a couple of things—for instance, you need to decide if a particular detail is required, optional, or unnecessary during account creation. You also need to decide ...
Rename designation
Sign in to the Zoho One Admin Panel. Go to Organization and click Designations. Hover over the designation you want to rename. Click Rename, change the name, then click SAVE.
Delete designation
Before deleting Designations, users below that designation should be mapped to a new one. Sign in to the Admin Panel. Go to Organization and click Designations. Hover over the designation you want to delete. Click , then click Delete.
Add designation
A job title or the official role of an employee is referred to as a designation. For example, an employee's designation could be Sales Manager or a Support Agent. Designating employee appropriately makes administering them easier. Add designation ...
Delete location
Sign in to the Zoho One Admin Panel. Go to Organization and click Work Locations. Hover over the location you want to delete. Click , then Delete.
Update location details
Sign in to the Zoho One Admin Panel. Go to Organization and click Work Locations. Hover over the location and click Edit. Make the required changes, then click Update.
Change primary location
The details of the Primary Location will be shared with relevant applications. For example, if you choose to use Zoho Books, the primary location will be set as the default billing address. Due to its importance, the primary location cannot be ...
Add location
A specific branch, office, or local chapter of your organization can be set as a work location. Adding all your work locations to Zoho One will help you in onboarding and administering your employees belonging to different offices or branches. Add ...
Edit logo & favicon
Note: Only the owner can edit the organization details. Sign in to the Zoho One admin panel. Go to Organization and click Edit Logo and Favicon on the top-right corner below the organization logo. Click Browse below the logo or favicon, add the image ...
Change portal URL
Sign in to Zoho One , then click Admin Panel in the left menu. Go to Organization. Hover over your organization, then click Edit. Enter your desired URL in the Portal URL field. You'll be notified if the URL you entered isn't available. Click Update.
Edit organization information
Organization Information will be shared and used in all individual apps. Note: Only the owner can edit the organization information. To edit your organization's information: Sign in to the Zoho One Admin Panel. Go to Organization, then ...
Reset tool
Prerequisite: The Sync Tool must be installed and run at least once. Open the Sync Tool. Go to Settings. Click Reset Zoho One Sync Tool, then Delete. Note: Only the settings configured in the tool will be deleted. Users and groups that have ...
Replace domain
While downloading the Sync Tool, you were asked to add and verify a domain in the Admin Panel. This was done to make sure all users are synced seamlessly to your Zoho organization. If a user's email address doesn't belong to the added-and-verified ...
Reassign ownership
Only one Zoho Admin (called the owner of the Sync Tool) will be able to access the tool at any given time. If the admin is being removed from the organization, or being de-privileged into a user, access to the tool may be lost. Therefore, the ...
Manage notifications
Prerequisite: The Sync Tool must be installed and run at least once. Open the Sync Tool. Go to Settings, then click Enable Email Notifications. Fill in all the fields. Click Send test mail to make sure the configuration works. Click Save.
Schedule sync
Prerequisite: The Sync Tool must be installed and run at least once. Open the Sync Tool. Go to Schedule Sync, then enable scheduling. Set sync interval and time, then click Save Schedule. Note: If you add new OUs or delete exclusion rules after ...
Sync passwords
Prerequisite: The Sync Tool must be installed and run at least once. Open the Sync Tool. Go to Password Sync, then click Install Agent. Choose the domain controllers in which the agent has to be installed. Check Restart selected DCs after ...
Choose objects to sync
Choose all the objects from OUs Open the Sync Tool. Go to Select OUs under Sync Preferences. Click Add OUs and select the required OUs. Choose the required object types and choose All under Select. Click Add. Choose specific objects from OUs Using ...
Sync from LDAP server
Note: Before you install the Zoho One sync tool, ensure you meet the system requirements. Sign in to the Admin Panel, go to Active Directory, then click Download. Install the downloaded file in the Domain Controller (DC), or a system connected to the ...
Zoho One Sync Tool - System requirements
Zoho One/Directory Sync Tool READ and REPLICATING DIRECTORY CHANGES permissions for the domains that need to be synced .NET Framework - 4.6 or later Browser - Internet Explorer 9 or later Operating System - Windows 7 or later Password Sync Agent ...
Zoho One Sync Tool - Overview
Zoho One Sync Tool performs a one-way synchronization from your existing LDAP server to the Zoho One Admin Panel. This enables you to maintain all your user identities in a single place, without having to add, edit, or disable user accounts manually ...
Delete domain
Once a domain is deleted, the custom email addresses and group aliases associated with the domain will no longer receive emails. Ensure no necessary mailboxes are associated with a domain before deleting it. To delete a domain: Sign in to the Zoho ...
Enable mail hosting
Prerequisites Zoho Mail must be added to Zoho One The domain must be added and verified in Zoho One You must have permission to change the domain's MX records in your domain registrar's Domain Manager. Steps to enable mail hosting Sign in to your ...
Add and verify a domain
Before adding a domain, ensure that you have permission to update your domain's DNS records in your domain registrar's Domain Manager. Steps to add and verify a domain Sign in to Zoho One , then click Admin Panel in the left menu. Go to Domains, then ...
Domains - Overview
Associating the domains you own with Zoho One is a crucial step in setting up your Zoho One organization. It helps your organization's branding and simplifies employee onboarding by enabling you to host your mailbox with Zoho. Benefits of ...
Reorder policy priority
Since multiple policies can be added to a group, policy priority plays an important part in deciding which policies will be applied to a user. Let's look at an example to understand policy priority. The group "Weekend Shift" has four members: Amelia, ...
Delete a security policy
When a security policy is deleted, the priorities of the remaining policies will be reordered and applied accordingly. Learn more about policy priority. Sign in to the Zoho One Admin Panel. Go to Security, then click Security Policies. Hover over the ...
Deactivate a security policy
When a security policy is deactivated, the priorities of the remaining policies will be reordered and applied accordingly. Learn more about policy priority. Sign in to the Zoho One Admin Panel. Go to Security, then click Security Policies. Hover over ...
Manage security policies for users
Apply a security policy for a single user Sign in to the Zoho One Admin Panel. Go to Users and click on a user. Click Security Policies, then either Add User to Policy or Exclude User from Policy. Disable MFA for users Sign in to the Zoho One Admin ...
Apply an existing security policy to new groups
When applying a policy to a new group, remember to take the policies already applied to the group into account. When a group has multiple security policies, they will be applied based on policy priority. Sign in to Zoho One , then click Admin Panel ...
Configure session management
A web session refers to an authenticated instance of your Zoho One account. To put it simply, a web session is created every time you sign in to your account from a browser or device, and is ended when you sign out. Signing in from your laptop is ...
Configure allowed IPs
Whitelisting IP addresses prevents unauthorized access and strengthens your organization's security. Once this is configured, you will only be able to access your organization from the allowed IP addresses. To configure allowed IPs: Sign in to the ...
Configure MFA
Multi-factor authentication (MFA) adds an additional layer of security to your organization. When MFA is enabled, your users will have to verify their identity not only with their password, but also with a second factor. The second factor could ...
Configure password policy
Passwords are the most commonly used authentication factor. Many users reuse the same, insecure password for all their online accounts, compromising their organization's security. To protect yourself from this common pitfall, make it mandatory for ...
Add security policy
Sign in to the Zoho One Admin Panel. Go to Security, click Security Policies, then click Add Security Policy. Name the policy, then choose the groups that the policy will be applied for. To prevent the policy from being applied to specific users in ...
Security Policies - Overview
Security policies are a set of customizable rules that govern how your users can authenticate themselves. They consist of four components: Password policy: This component dictates how strong the users' passwords must be and how often they have to be ...
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