Zoho One
Delete condition
When a condition is deleted, the priorities of the remaining conditions will be reordered, and future users will be assigned accordingly. The existing users (assigned through conditional assignment) will have their roles reassigned based on the ...
Condition priority
Priorities affect application settings during assignment. Mastering the use of priorities can help you create powerful assignment automations. When multiple conditions are added for an application, the conditions are prioritized in the order they ...
Set criteria
Criteria are the fundamental filters of Conditional Assignment. To add a criteria: Choose Users matching the criteria when configuring the rule. Choose an attribute to filter users with. Set the value for the criteria, and the relationship between ...
Configure a rule
Go to CONFIGURE THE CONDITION in the Add Condition screen. If you want to filter users based on criteria, choose Users matching criteria under Apply rule to. Otherwise choose All members. Note: If you have already added one or more rules, ...
Add condition
Sign in to Zoho One, then click Admin Panel in the left menu. Go to Applications. Go to Conditional Assignment, then click Assign Group. Choose a group to apply the condition to, or click Everyone if you want to apply the condition to your entire ...
Conditional Assignment - Overview
What is conditional assignment? Conditional Assignment solves the time-consuming problem of assigning apps individually to users, by automating the task based on preset conditions. The conditions are triggered whenever confirmed users are ...
Delete group
Sign in to the Zoho One Admin Panel. Go to Groups, then hover over the group you need to delete. Click , then click Delete. Click Delete in the window that pops up. You will be given an opportunity to move all users in the department to a different ...
Configure mail settings for a group
Create a group email address Sign in to the Zoho One Admin Panel. Go to Groups, then click the group you need. Click Manage Email Address, then enter an email address.Note: 1. Manage Email Address will be available only when you have added Zoho ...
Edit group logo
Sign in to the Zoho One Admin Panel. Go to Groups, then select the group that needs its logo changed. Click , then choose a new logo. Click Upload.
Add employees to group
Sign in to the Zoho One Admin Panel. Go to Groups and click the group to which you need to add employees. Click Add Members, then select the employees to be added. Assign their role in the group. Moderators: Moderators can add or remove members and ...
Add department
Sign in to the Zoho One Admin Panel. Go to Groups, then click Add Group. Enter the department's Name, Description, and Email Address. The department email address will act as an email alias for all the employees in the department. ...
Add collaboration group
Sign in to the Zoho One Admin Panel. Go to Groups, then click Add Group. Enter the group's Name, Description, and Email Address. The group email address will act as an email alias for all the users in the group. Choose Collaboration Group under Type. ...
Groups - Overview
Groups are used in Zoho One to simplify user management. Groups allow you to provision app access and to enforce security policies to multiple users simultaneously. Besides this, if you have added Zoho Mail, you will be able to create email aliases ...
Unassign admin
Sign in to the Zoho One Admin Panel, then go to Admins. Hover over the required admin, then click Unassign. Click Yes, Unassign. Note: You can't unassign the organization Owner. Learn how to change the Owner.
Assign admins
Sign in to the Zoho One Admin Panel. Go to Admins, then click . Choose the required users by manually entering their name and searching, or by using the user picker (). Click Assign.
Change organization owner
The user who signed up for the Zoho One account is the first Owner of the organization and will remain so until transferring the role to a different user. To change the owner: Sign in to Zoho One , then click Admin Panel in the left menu. Go ...
Admins - Overview
Administrators play an important role in Zoho One. They are the people who manage the organization through the Zoho One Admin Panel. There are two different administrative roles in Zoho One: Zoho One Admins: Zoho One Admins are privileged users with ...
Delete Marketplace app
Note: Zoho Apps and Creator Custom Apps CANNOT BE DELETED. Sign in to the Zoho One Admin Panel. Go to Applications, then click the Marketplace app you need to delete. Click , then Delete. Click Yes, Confirm.
Deactivate Marketplace app
Note: Zoho Apps and Creator Custom Apps CANNOT BE DEACTIVATED. Sign in to the Zoho One Admin Panel. Go to Applications, then click the app you need to deactivate. Click , then Deactivate. Click Yes, Confirm.
Personalize app
You can customize an app's logo and display name from the Zoho One Admin Panel. To change the logo: Sign in to the Zoho One Admin Panel. Go to Applications, then click the app you want to customize. Click , then upload the new logo. Click Upload. To ...
Grant app requests
When a user requests access to an app, all the Zoho Admins and the respective App Admins will be notified. They can then choose to grant or deny access to the requesting user. To grant or deny user requests: Sign in to the Zoho One Admin Panel. ...
Assign app to everyone
Sign in to the Zoho One Admin Panel. Go to Applications, then click the app you need to assign. Click Assign Users, then go to the Everyone tab. Configure the condition to apply to All Users, then set the application settings. Click Assign.
Assign app to group
Sign in to the Zoho One Admin Panel. Go to Applications, then click the app you need to assign. Click Assign Users, then go to the Group tab. Find and select the group. Configure the condition to apply to All Users, then set the application settings ...
Assign app to individual user
Sign in to the Zoho One Admin Panel. Go to Applications, then click the app you need to assign. Click Assign Users, then go to the Individual tab. Choose the user by manually entering their name and searching, or by using the user picker (). ...
App assignment methods
Apps can be assigned to users by four different methods: Assign to individual user: The admin can assign the app to every user individually. Assign to a group: The admin can assign the app to all the users in a group or department. Assign to ...
Change app owner
Sign in to the Zoho One Admin Panel. Go to Applications, then click the required app. Click Change Owner, then choose a new owner for the app. Note: If the app doesn't allow multiple admins, the current owner will lose admin privileges in the app ...
Set up telephony
Use telephony to create an integrated phone system and let your users complete calls with a single click from Zoho applications. Your telephony integration: Gives pop-ups on all incoming calls. Notifies users of any missed calls and lets them set ...
Add non-directory bookmarked/associated apps
Sign in to the Zoho One Admin Panel. Go to Applications, then click Add Application. Under Non-Directory App, click Add. Name the app and enter a description if needed. Click Select SSO mode, then select Linked Sign-On to add a Bookmarked App, ...
Integrate non-directory SAML app
Note: Check our app directory to see if the app you need is already integrated with Zoho One. Sign in to the Zoho One Admin Panel. Go to Applications, then click Add Application. Under Non-Directory App, click Add. Name the app, and enter a ...
Install a Marketplace app
Note: Browse our marketplace installation guides to see if we have a customized help article for your app. Prerequisites A Single Sign On (SSO)-supported account in the app Permission to set up SSO in the app Configure SAML at Zoho One Sign in to the ...
Build new Creator custom app
Sign in to the Zoho One Admin Panel. Go to Applications, then click Add Application. Under Custom App, click Build. If you haven't added Zoho Creator yet, you will be prompted to add it. Click Add Zoho Creator and complete adding Creator before ...
Add a Zoho app
Sign in to Zoho One , then click Admin Panel in the left menu. Go to Applications, then click Add Application. Use the search bar to find your required application, then click Add. If you have one or more existing accounts in the app, you will be ...
Adding Apps - Overview
Zoho One supports adding and managing three different types of apps: Zoho apps These are the standard apps that came bundled with your Zoho One subscription. Marketplace apps These are Creator custom apps and single sign-on (SSO) connectors for apps ...
Bulk actions
Bulk actions include Reset Password, Reset MFA, and Disable MFA. These can be performed for multiple users simultaneously. When used along with Advanced filtering, they can be applied to a specific set of users. You can perform bulk actions when more ...
Filter users
Advanced filters can be used to generate a list of specific users, and perform bulk actions on them. Advanced filter Sign in to the Zoho One Admin Panel. Click on Users. Click in the top-right corner. Set the filtering criteria, then click Apply.
Export users
Sign in to the Admin Panel. Click Users. Click in the top-right corner and click Export All. Choose the format to export the file in. Check Set Password to download your file in a password-protected ZIP archive. Click Export.
Import users
Add or update a large number of user accounts by importing them from a user data file. Supported file formats XLS (Microsoft Excel 97-2003 Worksheet) XLSX (Microsoft Excel Open XML Format Spreadsheet) CSV (Comma Separated Values) VCF (vCard File) ...
Delete a pending user
Deleting is different from Deactivation, as deleting a user is irreversible. Only Pending Users can be deleted. To delete a user: Sign in to the Zoho One Admin Panel. Click Users, then click on a Pending User. You can find the list of Pending Users ...
Deactivate/Activate users
Deactivate a user Sign in to the Zoho One Admin Panel. Click Users, then click on the required user. You can find specific users with the search bar. Click Deactivate. You can also remove the license of the deactivated user, if needed. Note: ...
Configure mail settings for a single user
Mail Settings lets you configure the mailbox privileges of a user. It also lets you set up email policies, mail forwarding, and out-of-office replies. Note: Mail Settings is only available for users with access to Zoho Mail. To edit mail settings: ...
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