Invitation-Based User Access in Zoho Analytics

Hello everyone, 

We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces.

Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security and transparency, users will receive an email invitation and must manually accept it to join the organization.

What’s changing?

When users are added via Organization Settings, Workspace Settings, Groups, or while Sharing Views, they will now receive an invitation email.

They must accept this invite before gaining access to the org or its shared resources.

How can users be added?

Users can be invited to join a Zoho Analytics organization in one of the following ways:

• Added from the Organization Settings
  
• Added from the Workspace Settings
  
• Added while sharing tables, reports, or dashboards
  
• Added to Groups
  

Regardless of the method, the new invitation-based model applies.

Access flows based on user type

Existing Zoho Analytics users

• Invitation is sent via email and in-app notification.
  
• Clicking Join Organization from the email opens an intermediate screen where they can review and Accept or Reject the invite.
  
  
  
  
• Upon accepting, they are added to the organization and taken to the shared org’s home page.
  

Existing Zoho users (but not part of any Zoho Analytics organization)

• Invitation is sent via email
  

• Clicking Join Organization redirects them to an intermediate page, allowing them to accept or reject the invitation.
  
• Clicking Accept adds them to the organization and lands them on the homepage of the shared org.
  

• If they try accessing analytics.zoho.com or click a shared view before accepting, they’ll still be directed to the confirmation screen to proceed with joining.
  
  
  

New Zoho users

• Invitation is sent via email.
  
• Clicking Join Organization takes them to a page where they’re presented with two options: Sign up & Accept or Reject.
  
  
  
  
• Choosing Sign Up & Accept takes them through the Zoho account creation process.
• After signing up, they are automatically added to the organization and redirected to the org’s home page.
  

Tracking Invitation Status

When an admin invites users, whether via Organization Settings, Workspace Settings, Groups, or by sharing views, a Pending label will appear next to the user's name.

This indicates that the user has not yet accepted or declined the invitation.

Note for Admins: If a non-Zoho user was added to your organization before this migration, but did not create a Zoho account from the earlier notification email, they will not receive the new invitation automatically. You’ll need to manually re-invite these users after the migration to grant them access.

Additional information

• Migration Timeline: This update will be rolled out to existing Zoho users in phases starting this week.
  
• Invitation Link Expiry: The invitation link sent to users will be valid for 7 days from the date of the email. If it expires, admins will need to resend the invitation.
  

Got feedback?

We’re here to support you during this transition.

Drop your questions or suggestions in the comments below. we’d love to hear from you!

• Topic Participants

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• Catherine

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