How to Add a Zoho app?

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Introduction

Managing users and assigning apps in Zoho One is key to keeping your business running smoothly. Whether you’re adding new team members or giving existing staff access to essential tools like Zoho Mail or Zoho CRM, doing it the right way helps keep everything secure and well organised.

 

This guide walks you through how to add applications in Zoho One, assign them to users, and what to be aware of when choosing or linking accounts.

Step-by-Step Instructions

  1. Sign in to Zoho One, then click Directory in the left menu.
  2. Go to Applications, then click Add Application.

Use the search bar to find your required application, then click Add.

4. If you have one or more existing accounts in the app, you will be prompted to choose one or Create a New Account. This is an irreversible choice, and you cannot change the added account later without reaching out to [email protected]. Enabling the option to remove the added account will possibly affect the preset account settings. For instance, if you add the Mail app and then decide to remove it, all the operations or integrations performed concerning the app will collapse on an organizational basis, and it might be difficult to track changes. Therefore, the added account can be unlinked by the support staff for valid reasons only.

 

Note: If you’re trying to create a new Zoho Sites, Zoho Mail, or Zoho Backstage account, you will be asked to enter a domain name and set up mail hosting. Similarly, if you’re trying to create a new account in any of the Finance Plus apps, you will be asked to choose a currency.

 

5. Click Add Users to assign the app to users, and choose the users, add a role and click Assign.

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