Bigin Android app update: User management

Hello everyone!

In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:

1. Users
   
2. Profiles
   
3. Roles
   

Users

The Users tab displays the list of users in the organization. You can sort the list of users based on their status. The different user statuses are:

Active: Users who have access to the organization based on the profile chosen.
Inactive: Users who no longer have access to your Bigin account.
Invited: Users who haven't accepted the Invite.
Deleted: Users who no longer belong to your Bigin account and all the related data will be deleted.

Add users:
Employees in your organization can be added as users in Bigin app. You can assign them the role that they perform in your organization and choose the appropriate profile, which gives permission to access the data.

To add an user, please follow the steps mentioned below:

1. Open the Bigin app.
   
2. Go on to the 'Settings' module.
   
3. Select 'Users and Controls'.
   
4. Under the 'Users' section, tap the '+' icon at the bottom.
   
5. Enter the user information and set role and profile permissions.
   
6. Save.
   

Upon doing so, an invitation will be sent to the user's email address to join the organization.

Edit users:
Once the user is added to your Bigin account, you can add details such as their mobile number, fax, website, and address information and edit when needed.

Re-invite users:
Reinviting the user will send an email invitation with a link to access this organization. To reinvite an user, go on to the 'Invited' section, select the respective user and tap the reinvite icon between the edit and delete icon.

Activate or Deactivate users:
Activating an user: Activating the user will grant them access to the organization.
Deactivating an user: Deactivating the user will revoke their access to the organization.

Delete users:
When a user in Bigin is no longer part of the organization, you can choose to delete them from your Bigin account.

Note: Only the Super Admin can delete a user.

Search users:
You can easily search for other users in the search bar using their first name, last name, role, profile, and email address.

Profiles
The Profiles tab displays the list of profiles available in your organization. When a specific profile is selected, the users associated with that profile will be shown. You can tap on any user to view and edit their information. Delete option is available for profiles — however, only non system defined profiles can be deleted. You can also add a new profile by tapping the '+' icon at the bottom.

Roles
The Roles tab displays the list of roles that are in your organization. On selecting a role, the users assigned to that role will be displayed. You can tap on a user to view and edit their details. You can also add a new role or edit and delete roles.

Please update the app to the latest version directly from the Play Store or using the link given below:

Bigin - Play Store

Should you need any assistance or if you have any questions, please write to us at bigin@zohomobile.com or submit feedback(go on to the 'Settings' module > select 'Help & Support' tab > choose 'Submit Feedback') within the app and we'll get right back to you.

Regards,
Sneha

• Topic Participants

• Sneha Bharathi V

  

• Nobuo Morimoto

  

• Guhan A K

  

• Recent Topics

• How to display two measures (sales and price) divided by categories on one line chart

  Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into around

• Exporting Charts from ZohoCRM

  Hi...I'm relatively new to ZohoCRM, but very happy with it so far. I have all my leads and potentials accurately entered, and like the reports that I can view, with charts at the top of the data. But when I export the data, I'm receiving only the data, whether I export as excel, csv or pdf. How can I export both the chart and the data? In case it makes a difference, I'm using the free version right now. I tried researching the other editions to see if a paid version of the software offered the ability

• Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

  Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities

• sms long credits

  I’m trying to purchase Long Code credits so I can send SMS campaigns to my contacts. However, when I click the “Buy Now” button, the page appears blank and doesn’t load any purchase options. Could you please assist me in purchasing the Long Code credits

• Tip #48- Power Your AI Workflows with Zoho Assist on Zapier’s MCP- 'Insider Insights'

  We’re thrilled to announce that Zoho Assist is now part of Zapier’s Model Context Protocol (MCP), bringing remote support automation right into your AI ecosystem. What is MCP? The Model Context Protocol (MCP) is Zapier’s new framework designed to connect

• Insert Cookie Policy in Zoho Sites

  Hello, i need to insert a banner on my site because i'm in Italy so i have to respect EU laws for Cookie Policy and Privacy Policy. I see that i need to insert a code in <head> section of my site to show a banner/popup with cookie info. How i can do this? Thank you Luca

• Marketing Tip #1: Optimize item titles for SEO

  Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

• Customer Parent Account or Sub-Customer Account

  Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

• Forced Logouts - Daily and More Frequent

  In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.

• ENTER key triggering Submit

  Is it possible to stopped the ENTER key from the mandatory triggering of the Submit button on Creator form? I want forms submitted "ONLY" when the Submit button is pressed. 

• Is it possible to assign Client user to external task ON PROJECTS' TEMPLATES?

  Is it possible to assign Client user to external task ON TEMPLATES PROJECTS?

• Draft & Schedule Emails Directly in Bigin

  Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but

• Zoho CRM Workflow and Function Backup Options

  Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.

• Cliq does not sync messages after Sleep on Mac

  I'm using the mac app of Cliq. When I open my mac after it was in sleep mode, Cliq does not sync the messages that I received. I always have to reload using cmd + R, which is not what I want when using a chat application.

• Link to images

  I have added images in pages. I would like to link those images with linked in URL so that they open in new window. There is an option of image -> link but I am not able to use the same to open URL in new window. Please check the attached image. Can you

• Canvas View - Print

  What is the best way to accomplish a print to PDF of the canvas view?

• Respond faster and smarter with Zia in your IM Inbox

  You’re in the middle of a busy chat queue. New messages keep popping up. One customer sounds upset. Another is asking a long list of questions. You need context. You need speed. You need help. That’s exactly when Zia Insghts jumps into action. It shows

• Meeting impossible to use when sharing screen

  he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are

• Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

  Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When

• WARNING : Smart list automatically unsubscribes your contacts.

  I created a smart list of my team members based on the criterion that their email domain was @_____. The list refreshed as expected — but it ended up unsubscribing almost all members of my team. I contacted support, but it took two months to get a reply,

• Export Purchase orders as Excel

  Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料）：https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした

• Subforms in Stateless Forms

  Stateless Forms are very useful, but we can't build complex data entry pages without Subforms. Can this be implemented? This would make Stateless Forms truly powerful.

• Custom Function not getting package details when triggered from Workflow Rules.

  I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed

• Billing Preferences per Account

  Hello, We are trying to setup Billing Preferences in Zoho Desk to set up a different pricing per account. We charge different pricing per hour per customer/account. Account A = 100 per hour Account B = 125 per hour In the Billing Preferences in Time Entry

• Time entry preview for custom time entry templates.

  Our company needed time entries in a specific format to document our client interactions. Since we are using a custom time entry layout, we have lost the "preview" on the time entry tab. Using the default time entry layout, you get a small preview of

• Blocked Email

  We are a Zoho One subscriber and use Yahoo as our MX provider. A few times each year, for the past four years, CRM blocks one or more of my Zoho One users from receiving internal email from CRM. This includes "@mentions" in all modules, and emails from

• Able to change project on timelog entries

  Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.

• Knowledge base: The nitty-gritty of SEO tags

  A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

• Full Text Customization & Translation in SalesIQ Chat Widget Settings

  Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable

• Introducing swipe actions in the Zoho CRM Android app

  Hello everyone, How much time do you spend each day on your list view? Probably quite a lot. Since it's such an important part of your work, wouldn't it be easier if you could take action directly from your list view instead of opening each record one

• Content Security Policy

  Is there a place in ZOHO CRM to add a Content Security Policy to allow for a call to a google.com map, from inside our current app? Or, how do I resolve the issue below?? jquery.js:1 Refused to load the script 'https://maps.google.com/maps/api/js?v=3.41&libraries=places&sensor=true&key=AIzaSyAyQzKeKSbLci4LwZhn9oXvtCkbUo1Ae4g&callback=map_loader'

• Option to select location?

  As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?

• Unified WhatsApp Number Management in Zoho Desk and SalesIQ

  Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

• Provide a standard structure to your content using article templates

  Hello everyone, When multiple writers work on different documents, maintaining a standard structure can be challenging as each of the writer follows a different writing style. However, when the structure, tone, and format of every document is different,

• How to update custom multi-user field in Zoho Projects?

  I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

• Accessibility Spotlight Series - 1

  Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective

• Projects Tasks Not Showing Dependencies

  I'm clicking on tasks and the popup to add dependencies isn't showing. I can't disconnect the nodes either. For some reason when I slide a task backwards it says it cannot go before a predecessor, even though there is not predecessor. Double clicking

• Deprecation of C4 endpoint URLs

  Note: This post is only for users who are still using the C4 endpoints. Hello everyone, At Zoho Creator, we're committed to continuously enhancing the security, performance, and capabilities of our platform. As part of this ongoing effort, we'll be deprecating

• Introducing AWS authentication for connections in Deluge

  Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlessly

• Next Page