How to Add User in Zoho One?

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Introduction

Zoho One allows administrators to seamlessly add and manage users – such as employees or lite users – within the organization. Once added, users can be assigned applications, configured with security policies, roles, and access controls, and monitored through device management tools.

To onboard multiple users efficiently, options are available to import users or sync directly from Active Directory.

Step-by-Step Instructions:

Prerequisites

To add users, one of the following is required:

How to Add a User

Via Web Application

Basic Information

a)Enter First Name, Last Name, and Display Name.

b)In the Email Address field:

Note:

c) Invitations are valid for 7 days.

d) They can be resent up to 3 times.

e) After the limit is reached, contact [email protected] for assistance.

5. Company Information

Enter details such as Employee ID, Designation, Department, Reporting Manager, and Work Location.

6. Locale Information

Select the Language, Country, and Time Zone. These fields are automatically filled based on the selected Work Location.

7. Additional Information

Include Date of Birth, Gender, Date of Joining, and Seating Location.

If custom fields are already set up, fill in the required values. You may also create new custom fields at this stage.

To share login credentials manually rather than via email, uncheck Send Notification Mail.

Click Add to complete the process.

Via Mobile Application

iOS Devices

Open the Zoho One app.
Tap Directory at the bottom right, then select User.
Tap the Add icon in the top-right corner.
Provide First Name, Last Name, and Email Address.
Domain-based emails will allow direct addition.
External addresses will require user acceptance via invitation.
Enter Employee ID, Reporting Manager, and Work Location.
Fill in any existing custom fields.
Disable the notification email if you prefer to send credentials manually.
Tap Add to confirm.

Android Devices

Launch the Zoho One app.
Tap the Menu at the bottom right, then select Users.
Tap the Add icon.
Fill in:
First Name and Last Name
Email Address (use domain-based if available)
Set a password manually or choose Auto Generate Password
Complete Work Info with Employee ID, Designation, Department, Reporting Manager, and Work Location.
Add any relevant custom fields.
Uncheck Send Notification Mail if you wish to deliver credentials manually.
Tap Add in the top-right corner to proceed.

How to Add User in Zoho One?

Introduction