Understanding Organization Structure and Management in Zoho Analytics

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Introduction

In Zoho Analytics, an Organisation is your central space for managing data access, user roles, and collaboration. It allows you to control users, workspaces, permissions, and subscriptions-all in one place. Whether you’re the Account Administrator or part of a shared organisation, this guide helps you understand how to make the most of Zoho Analytics.

Step-by-Step Instructions:

Organisation – Basic Concepts

  1. What is an Organisation in Zoho Analytics?

An Organisation is created when you subscribe to a Zoho Analytics account. It can contain:

  • Multiple Workspaces
  • Multiple Users
  • A subscription plan that defines your limits and access
  1. How to Create Your Own Organisation

Case 1: No existing organisation

  • Sign up for Zoho Analytics
  • Your organisation is created automatically
  • Click the Org icon to view it

Click Rename Organisation to update its name

Case 2: Already added to an organisation

  • Click the Org icon
  • Your current organisations are listed
  • Click Create own organisation to start your own
  1. How to Check If You’re in an Organisation
  • Click the Org icon
  • If you’re the admin, you’ll see the Account Admin badge
  1. Ownership and Participation Limits
  • You can own one organisation only

You can be a member of multiple organisations

Administrator Roles and Permissions

  1. Types of Administrators
  • Account Administrator: Full access, can create/manage organisations and subscriptions
  • Organisation Administrator: Can manage everything except deleting or renaming the organisation
  • Workspace Administrator: Manages individual workspaces but cannot rename/delete them
  1. How to Find the Administrator
  • Click the Org icon
  • Admin email appears under each organisation
  1. Setting a Default Organisation
  • Hover over the organisation name
  • Click Make as default
  1. Viewing Workspaces Across Organisations
  • Select All Organisations
  • Use the Owned and Shared tabs to browse
  1. Unsubscribing from a Shared Organisation
  • Click the All-Organisations icon
  • Hover over the organisation and click Unsubscribe

Confirm the action to remove access

  1. Deleting an Organisation
  • You must be the Account Admin
  • Hover over your organisation and click the Delete icon

Confirm deletion (this action is permanent)

Managing Users

  1. Adding Users
  • Share a report or workspace
  • Or go to Settings > Manage Users > Add New User
  1. Adding Administrators
  • Go to Settings > Manage Users
  • Click Add New User
  • Select Role: Organisation Admin
  • Enter email addresses and click Add
  1. Changing a User’s Role
  • Go to Settings > Manage Users

Hover over the user > click Change Role

Select new role > click Apply

  1. Transferring Account Ownership
  • Go to Settings > Change Ownership
  • Select a new Account Admin
  • Click Send Request
  1. Adding Existing Users
  • Share content or use the Manage Users tab to add them directly
  1. Removing Users
  • Go to Settings > Manage Users
  • Select the user > click Delete User

This only removes the user from your organisation, not their Zoho account.

  1. Signing Up for Zoho Analytics
  • Users can sign up at Zoho Analytics
  • If they’ve already been added to an organisation, they simply log in
  1. Sharing Reports & Dashboards
  • Use the Share option from any report or dashboard
  • Learn more about Sharing in Zoho Analytics
  1. User Role Types
  • Account Administrator
  • Organisation Administrator
  • Workspace Administrator
  • User

    Learn more about user roles

Accessing Workspaces and Organisations

 

  1. Viewing Workspaces
  • Click the Org icon
  • Select the organisation to load all available workspaces
  1. No Reports Visible?
  • The admin may not have shared any content yet
  • Contact them to request access
  1. Viewing All Workspaces
  • Click the Org icon > All Organisations
  • Use the Owned or Shared tabs
  1. Creating a Workspace
  • You must be an Organisation Admin
  • Click Import Your Data
  • Choose the organisation and source to start the import
  1. Can’t Create a Workspace?
  • You may not have admin privileges in that organisation
  1. Editing Organisation Name/Description
    • Click the Org icon
    • Hover over your organisation
    • Click Rename Organisation

Tips

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